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For recent retirees, adjusting to life on a fixed income can be particularly difficult at holiday time. Are you obligated to continue inviting a lot

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 number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the

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

Longevity has a way of upending estate planning. When New York City philanthropist Brooke Astor died in 2007 at age 105 with a $100 million

Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single

The decision to execute a Roth conversion and generate taxable income is more complicated than it may seem at first blush — especially when you