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Krause Financial Services Press releases

1 - 10 of 121 Press Releases

Apr 09, 2015
The State of Michigan is scheduled to follow U.S. 6th Circuit Court of Appeals decision in Hughes v. McCarthy, wherein it was determined if a community spouse’s annuity was for his/her sole benefit it need not follow the beneficiary requirements.

Mar 31, 2015
After reaching age 70½ retirement account owners are generally required to start taking withdrawals from their IRA or other retirement plans.

Mar 26, 2015
President Barack Obama signed the Achieving a Better Life Experience Act ("the ABLE Act") into law on December 19, 2014.

Mar 25, 2015
The Deficit Reduction Act of 2005 ("DRA") has been around for nearly nine years. The planning techniques that were created as a result of the legislation have been in full swing for nearly the same time-frame.

Nov 03, 2014
Every July states update their spousal impoverishment figures. While those figures and their derivations can be confusing, community spouse planning isn't.

Sep 09, 2014
In a recent case it was ruled that VA benefits were not always countable income for Medicaid purposes. Does this apply to your client's cases?

Sep 09, 2014
SBO trusts in Michigan were not considered countable, and transfers to them did not result in a divestment. On August 20, 2014, this all changed - see how.

Aug 18, 2014
A community spouse's Medicaid Compliant Annuity was incorrectly determined to be a countable resource, and then reversed in light of Weatherbee v. Richman.

Aug 18, 2014
What does the DRA requirement for an annuity to be "actuarially sound" mean? How do you know if your annuity is actuarially sound? It's simple!

Jan 09, 2014
I frequently see Medicaid and Veterans Benefits planning cases come through my office that include previously purchased annuities.

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