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It can be tough to decipher all of the requirements and rules in estate planning documents, along with the probate process. If you can’t figure

As CBS Boston explains in “Our Families: Giving It Away,” your federal estate tax exemption, or the amount you can give away tax free when

You certainly know about the basic estate plan documents, such as a will, durable power of attorney, health care power of attorney, living will, and

A new study reported by The University of Buffalo Now, “Elder caregiving a growing burden to women in mid-career,” finds that as longevity increases, the

Kiplinger’s recent article, “Even Retirees Working Part-Time Can Contribute to a Roth IRA,” reminds us that if you’re retired but still work part-time, you can

If you are having difficulty parting with stock you must to cash out to satisfy your annual IRA required minimum distribution (RMD), Kiplinger’s article, “Retirees,

WXYZ Detroit’s recent article, “Tips you need to know to take a loved one's estate through probate,” explains that within 42 days of the death,

A Reverse Mortgage is a special type of loan that allows a senior homeowner to convert part of their home’s equity into cash or income,

A GRAT is a trust that is typically created by a grantor who transfers assets, like stock or closely-held business interests, to the GRAT for

A late-in-life remarriage can get extremely complicated, says New Hampshire Magazine in “Navigating Late-Life Remarriage.” This is especially true if you don’t know your legal

Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply with IRS requirements. For example, if

A Pennsylvania woman won’t get a dime from the estate of her long-time lover. That’s because he didn't name her in his will, says the