Estate Planning

An elderly Pennsylvania husband and wife are being asked to pay their deceased adult son's medical bills under a law making family members responsible for a loved ones' unpaid bills. ...

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 North Dakota court decision involving a trust highlights the importance of taking current and potential step-relationships into account when planning your estate.

If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift.

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.

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