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When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated.

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is

It is the giving time of year, and whether your gift is in another person’s name to a charity, or as a donation directly to

There are a number of reasons that conflicts occur when multiple family members are involved in caregiving. Hopefully, there is a common goal of meeting

Every year end provides an opportunity to look back and then plan for next year. With the end of 2014 rapidly approaching, that opportunity would

Longevity has a way of upending estate planning. When New York City philanthropist Brooke Astor died in 2007 at age 105 with a $100 million

In its latest move to promote alternatives to nursing homes, the Christie administration in New Jersey will enact a new funding measure that will allow

Retirees flock to Florida and Arizona for year-round sunshine and golf, but all things considered, they’re not the best states for happy golden years, according

The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first blush — especially when you

A forensic accountant’s report earlier this year showed what friends of a now-deceased 88-year-old Eldora man had been reporting to authorities for years: A caregiver

Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of

The Buckeye State is hot water over its interpretation of federal rules governing the use of Medicaid funds. In 2013, a group of elderly residents