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Unfortunately, legal terms and financial terms can be confusing. The term “legacy” has a specific technical definition—a gift or bequest made under a last will

A retirement plan isn’t set without some thought and planning on how to transfer any unspent assets to people we’d like to benefit after we

The Motley Fool recent published an article, “3 Things Every Good Retirement Plan Includes,” which can really help your retirement planning. Tax planning. Attaining your

Financial advisers now have until July 2019 to fully comply with the new fiduciary rule. This requires advisers to recommend investments best for their clients,

There’s been a nagging question in the months of debate over reforming New Mexico’s guardianship system. The question? How to ensure that estate plans and

If your father is a widower and needs long-term care but he but can’t afford it, he may consider applying for Medicaid. Therefore, what happens

Advance planning can address many of the tough issues that arise when handling finances for someone with dementia, says Forbes in its recent article, “Managing

If you’re accustomed to setting timelines in your life, when it comes to serving in the executor role, you’ll likely find it difficult because settling

The Hampton Roads Business Journal explains, in “You may be paying more tax on inherited IRA than required,” that there can be a negative ripple

Can you believe that Americans have $26.6 trillion saved for retirement? This gigantic total includes the trillions of dollars held in 401(k)s and IRAs. Some

Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink

Senate Bill 178, the Elder Abuse Prevention and Prosecution Act, establishes requirements for the Department of Justice (DOJ) to investigate and prosecute elder abuse crimes