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Estate Planning Articles

New Reverse Mortgage Product Has Lower Upfront Costs

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

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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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Dad, Can We Talk? Answers to 9 Top Questions About Discussing Long-Term Care Planning

At what point is it appropriate for grown children, spouses, caregivers or friends to attempt to discuss ...

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Tailoring a Will and Power of Attorney for Multiple States

If you own property -- whether houses, bank accounts, or vehicles -- in more than one state, do you need estate plan...

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How Do an Estate's Debts Get Paid?

An executor is the person responsible for managing the administration of a deceased person's estate.  One of an executor's main jobs is to pay people or institutions to whom the estate owes money, called the estate's creditors.

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