Inherited IRA Rule Changes
If you find yourself in a position where you recently came into possession of an inherited IRA, you might feel as though you’re at a crossroads..
Continue ReadingIf you find yourself in a position where you recently came into possession of an inherited IRA, you might feel as though you’re at a crossroads..
Continue ReadingSuppose it is your responsibility to designate the next owner of true heirlooms. Above all, you want to avoid family strife and resentment and ensure they..
Continue ReadingAs you saw in our blog post last month, there are a lot of important nuances to consider when creating and executing a financial power of..
Continue ReadingIn a previous blog, we covered the importance of having a financial power of attorney in place, but did you know that not all financial powers..
Continue ReadingAs the holiday season approaches, we are reminded of a funny story of when Elizabeth A. Anderson, Esq., was gifted a shirt last year that said,..
Continue ReadingIn our last installment we explored the concept of taking an “elective share” and an augmented estate. It is an incredibly complicated legal concept that most..
Continue ReadingThis article provides a broad overview of a surviving spouse’s rights to the estate of a deceased spouse. Whether spouses are in their first marriage or..
Continue ReadingIn our final installation, Elizabeth A. Anderson, Esq. and Mike Henley, MD, conclude their conversation on Medicaid and tackle the big issue of a Medicaid spend-down...
Continue ReadingLast month, we left you hanging on the edge of your seat. In this month’s blog, we pick up the conversation between Elizabeth A. Anderson, Esq...
Continue ReadingElizabeth A. Anderson, Esq., a partner and co-owner of our firm, was recently interviewed by Mike Henley, MD, who is a regular contributor to the journal..
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