Pandemic-related financial assistance will no longer affect an individual’s eligibility for Supplemental Security Income (SSI) or the...

The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most...

Do you have a will? A durable power of attorney? A health care directive? If so, no reason to read on. If not, why not? Failure to create...

Hiring a caregiver for someone with special needs can be a daunting task. Not only do you have to find a person with the experience,...

With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate...

A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an...

All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Following...

For most people, the durable power of attorney is the most important estate planning instrument available -- even more useful than a...

President Biden has signed the $1.9 trillion American Rescue Plan into law. Among its benefits are $1,400 checks that are already...

Parents or other family members establishing a special needs trust for their child often want to name a professional -- usually a bank,...

Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to...

Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life...

Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill. The Setting Every...

The Social Security Administration (SSA) has issued a transmittal updating its Program Operations Manual System (POMS) to clarify...

The coronavirus health emergency is a reminder that life is unpredictable, and it makes sense to be prepared.

If your parents are getting on in years, you may be helping them with their finances and other matters, such as medical visits and...

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...

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

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...