Estate Planning

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. . .

The age of reverse mortgage borrowers is dropping, according to a new study by MetLife. . .

When is the best time to do year-end tax planning? Certainly, not after January 1st unless you are planning for the ...

As members of the Boomer generation become caretakers for their parents, more and more guides are popping up to aid them. This one covers topics that other books often gloss over.

All who are elderly or who someday will be are the beneficiaries of Dr. Butler's life and work . . .

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 . . .