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probate and estate administration

What Happens If Your on Medicaid and Your Spouse Passes Away?

Posted on: February 23, 2022
In our past few blogs we have been focusing on Medicaid and qualifying for it. This month we wanted to talk about if a Medicaid recipient is in a nursing home and their spouse, not in a nursing home passes away. If one spouse has to go into the nursing home, some planning can be […]
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Required Minimum Distribution

How to Fix a Required Minimum Distribution Mistake

Posted on: November 6, 2020
The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty. If you have a tax-deferred retirement plan such as a traditional IRA or 401(k), you […]
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