Grandchildren

USA Today has given the College Savings Plan of Nebraska top honors in its review of 43 state college savings or '529' plans. More . . .

The Court of Appeals of Iowa has ruled that a trust that terminates if it causes a Medicaid applicant to be denied benefits should still be counted among the applicant's assets. More . . .

If you have more than one Vanguard IRA account, beware that you may need to change the beneficiary designation on one or more of your accounts. ...

Both Sens. Barack Obama and John McCain have responded to retirees' and near-retirees' deep concern about the plunging value of their retirement accounts by...

A recent Supreme Court decision limits the amount a trust can deduct from its federal taxes for fees paid to firms that advise on how to invest ...

The estate tax gets all the press, but if you are leaving property to a grandchild, there is an additional tax you should know about. The generation-skipping transfer (GST) tax is a tax on property that is passed from a grandparent...

We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with...

If you have an individual retirement account (IRA), now is the time to make sure you have been complying with tax rules. . .

Making decisions about elderly parents can cause conflict even in the best of families. In this book, three experienced elder mediators provide advice and tools for managing disputes with siblings.