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Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate

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,

"If you live a long life, the chances are enormously high you're going to need some kind of care."  Elder care advisors often disagree on

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

Retirement brings the freedom to explore a new stage of life. But for many, after years of working for others, it also means assuming responsibility

The government encourages saving for a college education by providing tax advantages through college savings plans. The world of these plans is a complicated one,

What happens when a taxpayer disagrees with the Internal Revenue Service (IRS)? Some people think that the matter ends there: the IRS always wins, right?

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

The Pew Research Center reports that four in ten American adults have at least one step-relative, defined as a stepparent, a step-or-half sibling or a

Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips

Since 529 college savings plans were introduced in 1996, a growing number of parents and grandparents have taken advantage of the opportunity to salt away

An advisor team for a multi-generation family business was reviewing some estate planning documents and discovered that the fourth generation (at the time, children and