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State and federal estate and inheritance tax rates are what drive most people’s estate plans, but now that tax rates are falling and exemptions are

More than 5 million people live with Alzheimer’s, and that number, absent a medical breakthrough, could reach 16 million by mid-century. Medical research confirms one

When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court

A living trust has advantages that a will can’t offer, so you may want to keep both. A revocable living trust is similar to a

The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations

The recent deaths of Robin Williams and Joan Rivers have saddened millions of fans. But at the same time, they’ve also provided two positive models

The $5 million exemption from federal estate tax eliminates the need for many to do complex estate planning. Because the exemption amount is indexed for

Moving to New York to avoid state death taxes? Really. John McManus, an estate lawyer in New Providence, N.J., has a retired client pulling in

After nearly 20 years of litigation and fighting in the press, the conflict between the estates of Anna Nicole Smith and her billionaire husband J.

A new federal rule has taken effect aimed at protecting certain spouses of reverse mortgage holders from being forced out of their homes when the

Consider the experience of John J. Scroggin, who runs a tax business and estate-planning firm in Atlanta. His father, who died in 2001, wanted to

There are a lot of books on retirement planning. I attempt to find ones that will cut through the clutter of confusion and help reduce