FDIC Simplifies Insurance Rules for Living Trust Accounts
The Federal Deposit Insurance Corporation (FDIC) has simplified the insurance rules for deposits held in connection...
Read moreThe Federal Deposit Insurance Corporation (FDIC) has simplified the insurance rules for deposits held in connection...
Read moreA New Jersey appeals court blocks a son who is the guardian of his mother from selling his mother's house and transferring a portion of the proceeds to hasten her eligibility for Medicaid coverage of her nursing home care. The...
Read moreUSA Today has given the College Savings Plan of Nebraska top honors in its review of 43 state college savings or '529' plans. More . . .
Read moreThe 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 . . .
Read moreTwo financial experts offer a step-by-step guide to what some have called the most important financial vehicle since the 401(k) plan.
Read moreConseco 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...
Read moreA 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 ...
Read moreThe 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...
Read moreWe’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...
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