Estate Planning

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.

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.

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

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

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. . .

You may have a vision for your retirement, but does your spouse share that vision? Spouses often disagree about many key retirement details, so it is important to work together to come up with a plan you both can accept.