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Estate Planning Articles

What Is Required of an Executor?

Being the executor of an estate is not a task to take lightly.An executor is the person responsible for managing the administration of a deceased individual's estate.

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The Virtues of Private Reverse Mortgages

Banks have been touting the advantages of "reverse" mortgages, but there is another alternative ...

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New Reverse Mortgage Product Has Lower Upfront Costs

A new mortgage product is making "reverse" mortgages more affordable...

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How to Pass Your Home to Your Children Tax-Free

Giving your house to your children can have tax consequences, but there are ways to accomplish it tax-free.

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Steps to Take in Advance of Death or Disability

No one wants to face the fact that our loved ones will not be with us forever.Facing our own mortality is frighteni...

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How to Avoid Problems as a Trustee

Being a trustee is a big responsibility and if you don't perform your duties properly, you could be personally liable ...

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Financial Downturn Coupled With Changing Estate Tax Rules Mean It's Time to Review Your Estate Plan

The financial crisis, coupled with possible changes in the estate tax law, make now a good time to review your est...

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5 Questions to Ask Before Making Gifts for Medicaid or Tax Planning

Many seniors consider transferring assets for estate and long-term care planning purposes, or just to help out children and grandchildren.

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