Grandchildren

Two elder law attorneys have written a lively and entertaining book full of advice to baby boomers on how to put their own affairs in order as well as help their parents as they age.

Gifting assets to your grandchildren isn't just a nice thing to do; it can reduce the size of your estate and the ta...

Passing on money to the next generation is not as straightforward as it might seem. A father-and-son legal team has written a how-to guide to identifying and resolving the many inheritance problems that can arise.

Two financial experts offer a step-by-step guide to what some have called the most important financial vehicle since the 401(k) plan.

Conseco Inc., a major long-term care insurer, has transferred more than 140,000 of its policies to an independent trust set up by Pennsylvania, putting...

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. . .