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You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in

The goal of the change in the reverse mortgage process is to reduce defaults on reverse mortgages by making sure borrowers have the wherewithal to

A few months ago, the Treasury Department announced its proposed regulations that will, if finalized as currently written, substantially limit the applicability of current valuation

There’s an increasing number of older adults who must address this issue. The divorce rate among U.S. adults 50 and older doubled between 1990 and

Perhaps you’re considering retirement and succession planning for your business. One option is to transfer the business to children to minimize estate taxes; however, there

“What happens if you don’t make changes?” While you don’t plan ahead for a divorce, you should immediately take steps to ensure your interests are

There are a lot of benefits of trusts, but there also are some disadvantages. NJ 101.5’s recent post, “The disadvantages to trusts,” discusses some of

When you’ve finally reached retirement and are feeling comfortable that your nest egg of savings will take care of your financial needs for as long

The estate of Doug and Jean Goss donated an unexpected $2.2 million donation to Rideout Health Foundation and undisclosed sums to four other Yuba-Sutter area

Forbes’ recent article, “Why The Gift Tax Matters So Much to You,” reminds us that certain wealth transfers are excluded from gift taxes. You can

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