Although your life insurance policy may pass to your heirs income tax-free, it can affect your estate tax. If you are the owner of the insurance policy, it w...

While estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting married. Without an...

Thoughts on resolving conflicts between co-agents

Here is a great article in the NYT about having that difficult conversation with your parents about whether they are ready for retirement. Read the story her...

You may be thinking about setting up a trust to protect your assets, save on estate taxes, or perhaps set aside money for a special needs family member. Befo...

Here are some things to consider when making holiday gifts to family members who are on public benefits.

Things to consider when deciding whether to transfer money from a 529 plan to an ABLE Account.

Here are five estate planning documents that you should consider having so that your plans are made in advance and so your family can help y

Some thoughts about estate planning for people with second marriages.

Funding a special needs trust with life insurance can be a means to provide money to a loved one with special needs.

A POA is one of the most important estate planning documents you can create, but it is also one that can be misused. Read on for ideas to he

A Gift of Independence gift card is a new way to honor, celebrate, reward or support a member of your family, a friend, a co-worker or a nei

All too often people engage in ad-hoc Medicaid or Asset Protection planning without proper legal advice. The consequences can be severe.

A standalone third party trust can be a great opportunity for other family members to make a lifetime (or testamentary) contribution to a di

At long last, HUD has published a letter confirming that ABLE Accounts (and money coming in and out of them) will not adversely affect eligibility for housin...

For many parents, the majority of their savings is held in some kind of a retirement account, often an Individual Retirement Account (IRA). At age 70 1/2, an...

Many people are interested in having a will, but they overlook the power of attorney document which can have a significant impact on their f

When should you review your estate plan. Every five years? More, or less frequently? Here is a guide.

If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child reaches ...

Patients are still hearing that they need to be "improving" in order to be eligible for Medicare coverage in a skilled facility. C