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Estate Planning Articles

Who Gets Copies of the Will After a Person Dies?

Many movies and television shows have a scene where a family gathers around a big table after a relative has died to listen to the...

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Feds Move to Protect Some Surviving Spouses of Reverse Mortgage Holders

The federal government has issued a new rule that aimed at protecting certain spouses of reverse mortgage holders from being forced out of their homes when the mortgage holder dies.

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Court Rules Surviving Spouses of Reverse Mortgage Holders Cannot Lose Homes

A federal court has ruled that banks can’t foreclose on surviving spouses of reverse mortgage holders when the spouses can’t pay off the mortgage. 

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Consider Putting Gifts to Grandchildren in a Trust

Gifting assets to your grandchildren isn't just a nice thing to do; it can reduce the size of your estate and the ta...

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AARP Sues Government Over Reverse Mortgage Foreclosures

Charging that reverse mortgage borrowers were caught in what amounts to a regulatory bait and switch, the AARP ...

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Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide

Planning an estate involves fitting together many pieces.

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Charitable Remainder Trusts: Income for Life and a Good Deed at Death

Instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect income wh...

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Passing on Assets Outside of Probate: PODs and TODs

For a variety of reasons, people sometimes want some or all of their assets to pass directly to specific individuals upon their de...

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