Most Recent Articles

Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although these products are convenient, using them could create serious and expensive legal problems for heirs. ...

Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust.

What do I do if the executor of the will never contacted the beneficiaries of the will and didn’t follow the decedent’s wishes?...

With the presidential election only a few weeks away, it is important for voters to know the candidates’ positions on issues like Medicare, Medicaid, and Social Security. ...

The Social Security Administration has announced a 1.3 percent rise in benefits in 2021, an increase even smaller than last year’s. ...

The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty.

I was my grandmother’s caregiver until she was admitted to a nursing home. Since she entered the nursing home, I have not been able to visit her in person (understandably). But the nursing home staff have refused to update me...

New York was the only state that didn’t have a look-back period for Medicaid home care, but that is now changing. New York Medicaid applicants will no longer be eligible for home care if they gave away assets within 30...

I am an informal caregiver for my mom. Since my dad writes me a check from their joint account, can I count the first $30,000 ($15,000 per parent) received as a gift instead of W2 income? In addition, my mom...