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Having a special needs child adds complexity to retirement planning. Parents must pay attention to minute but critical details—like beneficiary designations for their workplace 401(k)—while

The recent article at capecod.com, “5 Tips for Seniors Planning a Move: Think ‘Resizing’ Not ‘Downsizing,’” explains that elder law attorneys are sensitive to the

The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption,

It’s smart to work with an estate planning attorney to set up a will or a trust. But it’s not so wise to put these

This isn’t exactly a 529 plan. However, it’s sort of like one. It’s a new kind of account that’s similar in some ways and is

Older Americans forfeit approximately $37 billion annually to financial fraud. However, new legislation under consideration in Congress would impose more stringent penalties for these crimes

U.S. Representative Gwen Graham from Tallahassee, Florida, recently announced that she plans to introduce new legislation that would allow states to create a searchable registry

Good news for older parents: your children will help support and care for you as you age. That’s according to a new study from Fidelity

Many married couples living in the U.S. own assets that are deemed legally separate. This may include a business or real property purchased in one

Without some communication about what’s in a person’s will, there can be big surprises when this individual passes away—especially if children or grandchildren are cut

Entrepreneurs may have a hard time deciding if they want to leave their children a large inheritance. You don’t want to create entitled, spoiled kids,

A $1.5 million term life insurance policy will cover the bills if one spouse dies. But it may not provide an inheritance for your kids,