Estate Planning

Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren't careful. If you inherit an IRA, you should check with a professional advisor as soon as possible to find out your options.

There are a number of different kinds of trusts, but they fall into two basic categories: testamentary and inter vivos. One goes into effect while you’re alive and the other only after death. Which do you need?...

Elderlaw 101

A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a "trustee," holds legal title to property for another person, called a "beneficiary." There are many benefits to creating...

Elderlaw 101

How much is an inherited item worth if it can never be sold?  The children of a famous New York art dealer didn't think they had to pay any tax on a ground-breaking work by Robert Rauschenberg.  ...

This ruling could have a profund impact on the lives of Medicare beneficiaries who need the care of a skilled professional . . .  ...

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. . .

Many people incorrectly believe that if they are single, they don't need a will or other estate planning documents.

You may have a vision for your retirement, but does your spouse share that vision? Spouses often disagree about many key retirement details, so it is important to work together to come up with a plan you both can accept.

After road testing three leading Web sites that help you create your own will, power of attorney, and other important legal documents . . . ...