Estate Planning

Many people believe that if they give away an amount equal to the annual gift tax exclusion -- which is currently $15,000 to any one individual -- this gift will be exempted from Medicaid's five-year look-back at transfers that could...

A reverse mortgage can be a great tool in the right circumstances, but if you aren't careful you could end up losing your home. . .

Millions of people are affected by dementia, and unfortunately many of them do not have all their estate planning affairs in order before the symptoms start. ...

The age of reverse mortgage borrowers is dropping, according to a new study by MetLife. . .

Prudential Financial, Inc., says it will stop selling individual long-term care insurance policies . . . ...

Tax day is fast approaching and you want to make sure you're taking advantage of all the deductions you're entitled to.

The often wrenching transition to caring for aging parents is one that many children will face. Written by a gifted journalist and storyteller, this book is both a poignant memoir and a helpful primer on what caregivers can expect.

Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. ...

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. ...