Estate Planning

Having power of attorney over a family member is a big responsibility and sometimes it makes sense to share the responsibility. But when two people are named co-agents under a power of attorney, conflicts can arise.

Asset protection planning is about protecting your assets from creditors -- and it is not just for the super-wealthy.

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

The rules regarding inheriting retirement accounts are complex. When choosing a beneficiary for a retirement plan, understanding these rules - and how they differ for 401(k)s and IRAs - is crucial.

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...

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning documents, is the target of a class action lawsuit . . .

Many parents and grandparents want to pass their wealth to their children while they are still alive. Gifts to children or grandchildren can be a good way to reduce a taxable estate. At the same time, you can control when the...