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Putting conditions on inheritances can offer incentives to heirs With great wealth comes great responsibility. On the other hand, great wealth can also mean great

While many popular gifting strategies involve charities, gifting to family members can be equally rewarding. Here are a few easy approaches that can reduce or

How do I know what kind of caregiver my family member needs? As those of us with elderly loved ones can attest, finding the right

Get expert help when passing on collectibles that have financial value. Pulling together a great collection of anything can take a great deal of effort

Starting this year, the key criterion for [Medicare} coverage is a demonstrated need for skilled care – even if the patient isn't expected to improve.

Estate planning isn’t exactly my idea of fun, but it’s absolutely necessary. Just like you’re planning for retirement, you need to plan for the inevitable.

WHETHER it’s treasured pearl earrings or a vintage camera, a house or what’s left of your life savings, deciding who should inherit your worldly goods

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

In late 2012, my wife and I looked at our list and decided to reallocate our giving. One big goal was to devote a higher

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.

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