Estate Planning

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

Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse.  Here are some steps seniors or their loved ones can take to prevent financial abuse.

With the SECURE Act making changes to rules about inherited IRAs, instead of leaving your IRA to your children, you may want to consider leaving it to a charitable remainder unitrust, which can still benefit your children. ...

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.

One or both parents requiring care can create serious stresses and conflicts within families. Elder mediation is available to resolve family disputes that otherwise may go unaddressed or lead to costly and traumatic litigation.

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...

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. ...

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

If you or a loved one has been diagnosed with Alzheimer's disease, it is important to start planning immediately.