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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

Deciding who gets Grandma’s pie plate or Dad’s collection of fishing gear might seem minor and easy as family decisions go. In reality, decisions about

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

The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially

Today’s families are a lot different than Ward and June Cleaver. There are more families today with non-traditional situations than ever before. It is very

When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated.

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is

It is the giving time of year, and whether your gift is in another person’s name to a charity, or as a donation directly to

Every year end provides an opportunity to look back and then plan for next year. With the end of 2014 rapidly approaching, that opportunity would

AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can

One of the most difficult tasks facing someone taking care of a loved one’s estate is figuring out which items are valuable. We all know