Ric Ocasek's Estate. Under New York law, if her elective rights are upheld, Porizkova would be entitled to one-third of all estate assets...

Avoiding the mistakes when planning for Medicaid can help save your family thousands of dollars.

Estate Planning is for everyone regardless of their net worth. Below are 10 prudent reasons to create an estate plan now.

There are 5 Essential Documents that are the basis for good estate planning...

Q: If the creator of a revocable trust wants to make a beneficiary a co-trustee and make the current successor trustee a beneficiary, does she have an obliga...

Medicaid law imposes a penalty period for unqualified transfers.

Traditionally, Medicaid has paid for long-term care in a nursing home, but because most individuals would rather be cared for at home and home care is cheape...

The Centers for Medicare & Medicaid Services (CMS) has released the 2019 federal guidelines for how much money the spouses of institutionalized Medicaid reci...

Retirement Account Beneficiaries & Tax Implications

Any transfer that you make, however nominal, may be scrutinized. - Matthew S. Raphan, Esq.

Via The Wealth Advisor Scott Martin Contributor He lived on the edge and died without warning. The family needed a disaster plan to minimize strain in the wo...

When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA t...

Trusts can help you control your assets and build a legacy. Via FIDELITY VIEWPOINTS 06/06/2018 Key takeaways Trusts can help pass and preserve wealth efficie...

A recent study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than were people in traditi...

The Centers for Medicare and Medicaid Services (CMS) has clarified when a transfer penalty begins for Medicaid applicants who are seeking home and community-...

You finally got around to making your Will. You deserve a sigh of relief. But did you choose the right executor? Or have you burdened an unqualified or unwil...

This holiday season is ripe for a lot of spam, online scams, viruses, malware and ransomware.  All can be at the least annoying and at best extremely costly....

Being the executor of an estate is not a task to take lightly. An executor is the person responsible for managing the administration of a deceased individual...

Article via CNN Money You may have never used Equifax yourself — or even heard of it — but the credit reporting agency could still have a treasure trove of y...

Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the “kiddie tax” could make doing this less beneficial....