Many people wonder if it is a good idea to give their home to their children. While it is possible to do this, giving away a house can have

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

See the Top 10 List in New York from Caring.com> Of course, when considering a home for your loved one you should also consider factors...

"Lack of proper planning can be disastrous for your care if you become sick or incapacitated"

There are many do-it-yourself power of attorney forms available; however, it is a good idea to have an attorney draft the form for you.

As the COVID-19 pandemic continues to rapidly spread, and the stock market decline and volatility continue, our office has been extremely...

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...

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,...

Medicaid law imposes a penalty period for unqualified transfers.

Retirement Account Beneficiaries & Tax Implications

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

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

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

Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both of these programs provide health...

Via Quentin Fottrell Dear Moneyologist, My dad passed away five years ago. He did leave a will on how he wanted his estate to be...

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...

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...

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...