Estate Planning

A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.

Many people experience difficulty in getting banks or other financial institutions to recognize the authority of an agent under a power of attorney. ...

A journalist who covers retirement security issues has written a manual packed with strategies for achieving a happy and fulfilling retirement despite the dismal economy.

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 . . .

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 . . .