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Estate Planning Articles

Are Trusts Still Useful If the Estate Tax Is Repealed?

With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax, which in 2017 aff...

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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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Beware: Your Estate May Contain an Unnecessary Bypass Trust

A once-popular estate planning tool may now cost families more in taxes than it saves.

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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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