Estate Planning

Study Finds Wide Variation in Projected Need for Long-Term Care

How likely is it that you will need long-term care, and how much will you have to put aside to pay for it? An analy...

A Guide to Elder Planning

Congress Passes Bill Containing Punitive New Medicaid Transfer Rules

By a vote of 216-214, the U.S. House of Representatives has passed budget legislation that will impose punitive new ...

Make Sure Your Plan Beneficiary Choices Are Up to Date

Many people periodically update their wills or other estate plans, but don't update who will receive distributions from their retirement plans.

What's a Health Care Proxy and Why Do I Need One?

If you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to act as your agent for medical decisions.

The Retirement Savings Time Bomb

An accountant explains how taxes and penalties could consume up to 90 percent of a retirement account, and offers five easy steps to prevent this from happening.

Disinheriting a Relative Can Be Complicated

You may feel that you have given one child more during your life, so he or she should get less in your will. Or you may want to cut out an heir altogether. Whatever the reason, disinheriting a close relative...

Redo Your Estate Plan When You Remarry

If you are getting remarried, you obviously want to celebrate, but it is also important to focus on less exciting matters like redoing your estate plan.