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The Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others, has passed the [...]

Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

The Veteran's Administration will soon begin enforcing new regulations that make it harder to qualify for Aid and Attendance benefits. 

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 ownership that allows one person to [...]

Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.

The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning.

A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. But many people delay completing this vital estate [...]

Although Medicare coverage is generally not available when beneficiaries are overseas, what about coverage for those exploring our own varied and scenic land?

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the [...]

Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are [...]