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...

Asset protection planning is about protecting your assets from creditors -- and it is not just for the super-wealthy.

Charging that reverse mortgage borrowers were caught in what amounts to a regulatory bait and switch, the AARP . . .

The federal Centers for Medicare & Medicaid Services (CMS) has announced that its Web site comparing nursing homes will now identify facilities ...

How can you ensure that your special needs child will remain well cared for and secure once others assume the role of guardian or caregiver?...

This book is a practical guide to working with your parents to make financial plans and preserve legacies while you both still have the luxury of time.

When someone dies, they leave behind memories of them, and lots of other things as well. This book deals with those other things -- how to clear out an estate and avoid family squabbles over heirlooms.

While joint accounts can be useful in certain circumstances, they can have dire consequences if not used properly.

What would you do if both your parents asked you to assist them with their suicides within the same year? A decade after the fact, a son recounts how he fulfilled his parents' wishes.