Estate Planning

A new mortgage product is making "reverse" mortgages more affordable. . .

Several little-noticed provisions in the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 fundamentally alter how the Supplemental Security Income (SSI) and Medicaid programs treat tax refunds and other tax credits, making it easier for elders and...

As we grow older, new challenges emerge. Employing an engaging and often humorous tone, a law professor and an elder law attorney offer practical advice for navigating these challenges.

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.

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan.

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. ...

Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect income while you...

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.