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An advisor team for a multi-generation family business was reviewing some estate planning documents and discovered that the fourth generation (at the time, children and

Mom and Dad may be entitled to more money or discounts than you think. Experts let us in on a few resources most people overlook.

It took Jennifer Kaylin 13 months, reams of paperwork and untold hours on hold to get the Title 19 benefits — Medicaid funds for people

Having enough resources to stop working at some point is on most people’s 2015 financial planning agenda. Still, most Americans have not taken the time

As we put the finishing touches on 2014, many of us will start setting goals for the New Year. When it comes to tax matters,

One of the most difficult things in life is to look after your own parents. This includes the oftentimes uncomfortable areas of estate planning and

It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid

Betsy Fisher and her two brothers inherited their parents’ vacation cottage on Michigan’s Big Glen Lake 12 years ago after their father died. They love

A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how

Retirement planning can be extremely difficult as individuals are tasked with planning for an uncertain time period. In many ways, retirement planning is like trying

For recent retirees, adjusting to life on a fixed income can be particularly difficult at holiday time. Are you obligated to continue inviting a lot

Deciding who gets Grandma’s pie plate or Dad’s collection of fishing gear might seem minor and easy as family decisions go. In reality, decisions about