Estate Planning

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.

Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean?...

Elderlaw 101

A once-popular estate planning tool may now cost families more in taxes than it saves. Changes in the estate tax have made the "bypass trust" a less appealing option for many families.

The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. You don't have to be worth millions to learn a lesson from Prince's apparent mistake. ...

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

If you've lost a loved one, the last thing you want to do is spend a lot of time researching funeral homes to find the best prices. Unfortunately, funeral homes do not make it easy to figure out how much...

An increasingly popular hybrid product combines life insurance with long-term care coverage and offers buyers solutions to a number of problems that have kept people from buying traditional long-term care policies.  ...

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. ...