Estate Planning

A new report by the U.S. Government Accountability Office concludes that whether consumers will be stuck with a large long-term care insurance premium increase...

Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren't careful.

Federal rules protect certain spouses of reverse mortgage holders from being forced out of their homes when the mortgage holder dies.

Reverse mortgages can be a big help to seniors needing extra cash, but they can become a nightmare for their heirs.

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

Have you been officially asked to manage someone else's money?  Four new guides help people who have been given the important responsibility of managing money or property for someone else. ...

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. ...

Spouses need to be very careful or they could end up legally responsible for the cost of their husband’s of wife's nursing home care, as a recent Massachusetts court decision demonstrates.

This ruling could have a profund impact on the lives of Medicare beneficiaries who need the care of a skilled professional . . .  ...