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The late, legendary DJ Casey Kasem’s daughter Kerri Kasem and family members staged a press conference at Stanley Mosk Courthouse in Los Angeles Friday to

Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn’t mean

You’ve read all the New Year’s resolution money-advice articles with their suggestions, sometimes trite, “Skip your morning coffee and save a fortune!” and sometimes vague,

One attorney calls it the “Get out of Dodge plan”—the best way to keep your assets intact before applying for Medicaid to cover nursing home

Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this

Having enough resources to stop working at some point is on most people’s 2015 financial planning agenda. Still, most Americans have not taken the time

It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid

Betsy Fisher and her two brothers inherited their parents’ vacation cottage on Michigan’s Big Glen Lake 12 years ago after their father died. They love

A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how

When you mention “gifting” what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to

In survey after survey, Americans have not scored well on retirement literacy tests. But a new survey of Americans ages 60 to 75 says 80

Most people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance