Blog

There are basic rules and guidelines that apply to every estate plan, whether it is taxable or not. Draft an effective plan by paying attention

More philanthropists are choosing to donate all of their foundations' assets within their lifetimes. Sometimes good things are built to last, and sometimes you decide

Caregiving is hard work and it is easy for caregivers to get burned out. Adult day care centers provide care and companionship in a group

It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their

The big problem with facade easements is valuation. Knowing something is of value is one thing. However, being able to prove the value is something

Similar scenes are being played out throughout an aging America, where the children of elderly borrowers are learning that their parents’ reverse mortgages are now

In the meantime, cases like this demonstrate anew how vigilant families need to be. If your older relative has a long-term care policy, photocopy the

What does this mean? Imagine you have a severe stroke. Before Jimmo, most people thought Medicare would pay for physical therapy only as long as

Probate court is no one's idea of fun, so it's something you may want to spare your heirs when they inherit your home. One simple

If your parents live in one of 29 states or Puerto Rico that has filial responsibility laws on the books, you could potentially be held

If you have elderly parents, don’t wait to learn about Medicaid — sometimes referred to by a litany of other state names, like Medi-Cal and

Advisors say it doesn’t happen often, but parents who divide their assets unevenly are playing with fire. That said, there are things they can do