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 minimize strain in the wo...

Having a conversation about moving — whether it’s with a relative, even a spouse — brings up lots of anxiety. Here’s how to go about it. By PETER FINCH APRIL...

An Ohio appeals court rules that the state correctly valued the sale of a Medicaid applicant’s life estate using the specific state Medicaid life estate law ...

Reservation of Power of Appointment in Deed Does Not Conflict With Conveyance of Property to Children A Massachusetts appeals court rules that as part of Med...

The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint owner...