Estate Planning

There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money...

Elderlaw 101

Gifting assets to your grandchildren can do more than help your descendants get a good start in life; it can also reduce the size of your estate and the tax that will be due upon your death.

Elderlaw 101

Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren't careful.

There are a number of different kinds of trusts, but they fall into two basic categories: testamentary and inter vivos.

Elderlaw 101

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. . .

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.

The age of reverse mortgage borrowers is dropping, according to a new study by MetLife. . .

Prudential Financial, Inc., says it will stop selling individual long-term care insurance policies . . . ...