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Question: I have an IRA, and someone told me that once I reach a certain age that I have to take distributions from that IRA. Can you explain this to me?

Question: My aunt has nominated me as the Executor of her estate. Someone told me that I am entitled to payment for serving as Executor, is that true?

Question: I am 50 years old and my financial advisor has suggested a deferred annuity. What is a deferred annuity? What are the tax aspects?

Question: My mom recently came to live with me, can I get a copy of her medical records?

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act, effective January 1, 2020, is the broadest piece of retirement legislation passed in thirteen years. The law focuses on retirement planning in three areas: modifying required minimum distribution (RMD) rules for retirement plans; expanding retirement plan access and increasing lifetime income options in retirement plans.

Question: I recently heard that the Secure Act passed and that it may affect how my retirement accounts. What changes should I expect and do I need to adjust my estate plan?

Question: My mother needs homecare assistance. She currently has long term health insurance, will she also need to apply for Medicaid?

Question: Am I able to obtain a mortgage on my real property if it is owned by an irrevocable Medicaid trust? Can a bank demand that an existing mortgage be due in full if I transfer my property to an irrevocable Medicaid trust?

The tail end of the baby boomer generation is turning fifty-five this year and those born in the forties are moving into their seventies. They are setting milestones as they enter this third excelling at all levels.

Question: My father is in his eighties and although he is in good health, he would like to plan and pay for his funeral now. Does it make sense for him to do this?