If your spouse dies, you may have to decide whether or when to sell your house. There are some tax considerations that go into that decision.
Leaving a nursing home to return home is a goal for many residents and their families, but it requires careful consideration. While returning home is a good move for some, it won’t work for everyone.
Saying that there has been “undue influence” is often used as a reason to contest a will or estate plan, but what does it mean?
Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.
When a married couple applies for Medicaid, the Medicaid agency must analyze the couple’s income and assets as of a particular date to determine eligibility. This “snapshot” date can have a major impact on a couple’s financial future.
Sports fans with season tickets may want their families to enjoy the tickets after they are gone but passing on these tickets is not always simple.
If you are about to turn 70,and have delayed claiming Social Security retirement benefits up till now, you are joining an elite group, but it’s important to know when and how to claim.
Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time commitment, if there are problems, the job can drag on for years.
A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation.
Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have a plan and make your wishes clear.
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