Estate Planning

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.

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.

Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention.