Estate Planning

A recent New Jersey appeals court case demonstrates how important it is for families to come up with a long-term care plan before an emergency strikes.

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.

A life estate often comes up in discussions of estate and Medicaid planning. It is a form of joint ownership that allows one person to remain in a house until his or her death, when it passes to the other...

Although it is often said that nothing is certain except death and taxes, the one tax you may be able to avoid or minimize most through planning is the tax on capital gains.

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.

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

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.

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children.