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A new federal rule has taken effect aimed at protecting certain spouses of reverse mortgage holders from being forced out of their homes when the

Consider the experience of John J. Scroggin, who runs a tax business and estate-planning firm in Atlanta. His father, who died in 2001, wanted to

There are a lot of books on retirement planning. I attempt to find ones that will cut through the clutter of confusion and help reduce

It’s no secret that Rivers hoped for a funeral that rivaled her lifestyle: big and over the top. She outlined her wishes in her 2012

When planning for retirement, boomers need to consider two scenarios: what happens to their estate when they die, and what happens to the estate if

Did you know that estate planning scams are becoming more and more common? Here are three tips for making sure you are never a victim.

Can you bequeath your iTunes collection in your will? Does anyone know you have Bitcoins or money in a PayPal account? If you’ve accumulated virtual

A 39-year-old married man with two young children has an extremely successful career. One day he started to feel unwell. Eventual checkups led to a

The coverage of Lauren Bacall’s death last week has been like paging through a scrapbook of the Golden Age of Hollywood — where she was

The federal government has introduced a major new initiative to combat rising abuse and exploitation of the elderly — the “Elder Justice Roadmap,” a comprehensive

Although their names are confusingly alike, Medicaid and Medicare are quite different programs. Both programs provide health coverage, but Medicare is an “entitlement” program, meaning

Really? Haven’t we covered this enough? If you don’t have a will, you’re probably thinking, “my situation is pretty straight forward.” So how basic does