Blog

Owners cannot leave money to their pets, nor can pets own property. But owners who consider their companions to be integral members of the family

A thoughtful distribution of your “stuff” is a gift more valuable than any item. After all, … “The last thing you want when you die

Lawyers urge unmarried clients to draw up agreements specifying which partner is responsible for expenses and who will inherit assets. Many couples ignore the advice

IRA holders have two ways to “stall” adult children or other heirs from doing an immediate cash-out of the IRA when the surviving spouse dies.

There are basic rules and guidelines that apply to every estate plan, whether it is taxable or not. Draft an effective plan by paying attention

More philanthropists are choosing to donate all of their foundations' assets within their lifetimes. Sometimes good things are built to last, and sometimes you decide

Caregiving is hard work and it is easy for caregivers to get burned out. Adult day care centers provide care and companionship in a group

It may seem like a great idea: Parents, either because they want to help their kids out, or to reduce the taxable value of their

The big problem with facade easements is valuation. Knowing something is of value is one thing. However, being able to prove the value is something

Similar scenes are being played out throughout an aging America, where the children of elderly borrowers are learning that their parents’ reverse mortgages are now

In the meantime, cases like this demonstrate anew how vigilant families need to be. If your older relative has a long-term care policy, photocopy the

What does this mean? Imagine you have a severe stroke. Before Jimmo, most people thought Medicare would pay for physical therapy only as long as