Blog

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

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

Many entrepreneurs have their noses to the grindstone and a laser focus on growing their companies. While they’re working hard at it, they can fail

It’s not uncommon for parents to be mediators between their children. But after they pass away, siblings can battle more frequently and more aggressively. The

Author Maurice Sendak’s estate has won in a legal battle with the Rosenbach Museum and Library in Philadelphia. The museum was the repository of thousands

A recent CNBC article, “Saving for college and for retirement isn’t impossible,” says that parents can fund college tuition and retirement if they begin saving

A recent Billionaires Report by UBS and PwC shows that the unprecedented wealth creation that has occurred in the past 20 years is going to