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

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

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 shopping. You may live clo...

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...