About Jon L. Fischer

Jon focuses his practice on estate planning, probate matters, and Medicaid planning as he aims to help clients in their time of need.

Who Should Be the Beneficiary of Your 401(k) or IRA?

Posted on Jul 24, 2024 by

Deciding who to name as the beneficiary of your 401(k), IRA, or other qualified retirement account is a crucial part of estate planning. This decision can significantly impact how your assets are distributed and taxed after your death. With the introduction of the SECURE (Setting Every Community Up for Retirement Enhancement) Act on January 1, […]

Read More

Squirreling Away

Posted on Nov 8, 2022 by

When I get together with estate planning clients, one question that often comes up is “what happens to my assets if my spouse or I have to go into long-term care?” I then explain Medicaid, the government program designed to help pay for our stay in a long-term care facility if we can’t afford it. […]

Read More