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Every year end provides an opportunity to look back and then plan for next year. With the end of 2014 rapidly approaching, that opportunity would

Longevity has a way of upending estate planning. When New York City philanthropist Brooke Astor died in 2007 at age 105 with a $100 million

In its latest move to promote alternatives to nursing homes, the Christie administration in New Jersey will enact a new funding measure that will allow

Retirees flock to Florida and Arizona for year-round sunshine and golf, but all things considered, they’re not the best states for happy golden years, according

Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single

The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first blush — especially when you

A forensic accountant’s report earlier this year showed what friends of a now-deceased 88-year-old Eldora man had been reporting to authorities for years: A caregiver

Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of

AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can

The Buckeye State is hot water over its interpretation of federal rules governing the use of Medicaid funds. In 2013, a group of elderly residents

One of the most difficult tasks facing someone taking care of a loved one’s estate is figuring out which items are valuable. We all know

Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be