Estate Planning

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.

Prudential Financial, Inc., says it will stop selling individual long-term care insurance policies . . . ...

A new AARP report shows how states can stem the "explosion" of financial exploitation cases involving the misuse of powers of attorney...

Everyone has heard the terms "will" and "trust," but not everyone knows the differences between the two. ...

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning documents, is the target of a class action lawsuit . . .

A "Crummey" trust provides a way to take advantage of the gift tax exclusion while keeping the money in a trust until the child is old enough to handle it.

The estate tax gets all the press, but if you are leaving property to a grandchild, there is an additional tax you should know about. The generation-skipping transfer (GST) tax is a tax on property that is passed from a grandparent...

At what point is it appropriate for grown children, spouses, caregivers or friends to attempt to discuss . . .

Often seniors will make deals with other members of their family to secure their care or living arrangements . . .