2020 Spousal Impoverishment and Home Equity Figures Released

The Centers for Medicare and Medicaid Services (CMS) has released its Spousal Impoverishment Standards for 2020.  As we earlier reported, due to CMS’s apparent departure from past rounding practices the 2020 numbers differ somewhat from the earlier and usually...

New Law Makes Big Changes to Retirement Plans

President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. The Setting Every Community Up for...

When Inheriting Real Estate Property, Consider Your Options

Inheriting real estate property from your parents is either a blessing or a burden — or a little bit of both. Figuring out what to do with the property can be overwhelming, so it is good to carefully think through all of your choices. There are three main...