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Caregiver agreements are often used in the Medicaid context so that a family member can be paid for their services to a loved one and

NJ.com’s recent article, “Complex inheritance taxes on a home,” explains the valuation of a home based on its fair market value (FMV) on the date

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less

The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article,

NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney, you will be able to manage the family member’s affairs

A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary

Bill Monroe lost both of his parents by the time he was 16. His uncle, Pendleton Vandiver then took care of him. For two years

When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that

The administrator of a decedent’s estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return

Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind

Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of