Protecting Your Loved Ones and Their Assets

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grandparents with grandchildren

Georgia Medicaid Treatment of Retirement Plans

Many Georgia seniors have hard-earned savings in retirement plans. When those individuals plan for their long-term care and nursing home needs, questions often arise about how retirement plan assets affect eligibility for Georgia Medicaid benefits fo… Read More
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SECURE Act 10-Year Mandat…

SECURE Act 10-Year Mandatory Distribution Requirement for Inherited IRAs and 401(k)s Impacts Estate Plans

Estate planning for inherited IRAs and 401(k) became more complicated with passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 — commonly known as the SECURE Act. The new law includes a requirement applicable to many in… Read More
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Inherited IRA written on a piggy bank.

Inherited IRAs Lose Asset Protection in Georgia

In June 2014, a decision of the United States Supreme Court concerning inherited Individual Retirement Accounts sent repercussions through the estate planning and financial planning communities — and had a significant financial impact on a woman wh… Read More
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