Most Recent Articles

My mother quitclaimed her Georgia home to me when she moved into assisted living and made me POA. I sold the property 6 months later. My home is in Ohio. Will I have to pay capital gains on her property?...

Can I gift my home to my grandchild over a period of time, say 20 years? I feel like it might be the best way to avoid financial consequences, but I’m unsure about my options and how to eventually transfer...

I'm 63 and was married for 11 years. I remarried a year after my divorce and divorced 6 months later. Social Security says I got remarried too soon and am only eligible for part of my ex-husband's benefits. Really?...

Can a beneficiary arrange a family meeting concerning affairs of the estate without the knowledge of the executor and all beneficiaries? I have concerns about what information should be shared and with whom.

Where can I find a form to contest guardianship? What are my rights and what should I know about the court process? I don’t believe I need a guardian but I have family members who recently began pushing the issue.

The prospect of long-term care often brings with it many financial concerns. As we experience our declining health or that of an aging family member, we begin to realize that long-term care needs at home or in a facility could...

Medicaid 101

Is our home in Tennessee protected from Medicaid if my dad, on the deed but with no financial contribution, goes to a nursing home in Oklahoma? I’ve cared for him 10 years. He recently suffered a fall visiting family.

Four in 10 people believe they do not have enough assets to make a will, according to a new survey. This statistic reflects a common misconception about estate planning: that it is only for the wealthy.

Seniors seeking information on assisted living options may find recent data from the Seniorly Resource Center useful. Its new 2024 report sheds light on the costs of assisted living - from the most to the least expensive - across the U.S.