Prior to receiving any benefits from Medicaid, individuals must “spend down” their cash assets to below $2,000. Some property is termed...

May is here, and in addition to celebrating the arrival of spring, this month has been designated as Older American’s Month and National...

Don’t Panic! An important lesson of the devastating 2007-09 downturn is that even in the worst of times, recoveries can occur in a...

Every state has intestacy laws that govern whom among a deceased’s relatives will receive the property and assets when there’s no will or...

Wills. The long-term consequences of not having a will are huge. Your assets will go to probate, which can leave your family with huge...

One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens,...

When Catherine Falk asked to see her ailing father, her stepmother slammed the door in her face, and when Kerri Kasem wanted to take her...

But wlbz2.com’s article, “Getting remarried? Get a financial plan first,” says that many folks do little planning, and that ends up...

According to the Southeast Missourian’s article “Get it together: Organizing your estate now will ease the burden on loved ones later,”...

CNN Money’s article, “The retirement crisis facing Hispanics,” reports that part of the reason for this is that many Hispanics—especially...

More than 4,000 cases involved financial exploitation, and there were 3,661 reports involving vulnerable adults being physically abused....

What should you change? Forbes says, in two words, almost everything. In “5 Things You Need To Do After Getting A Divorce,” Forbes says...

Tax: When you fund an irrevocable trust, know that your tax situation can change immediately. Based upon your state of origin, you may be...

According to the Palm Beach (FL) Post article “Florida guardianship reform passes; seniors protest at courthouse,” the Legislature’s...

An updated will. A properly drafted will can play a crucial part in minimizing your estate’s exposure to taxes. If you should die without...

Legally, these items are referred to as “tangible personal property,” but it could be dad’s stuff. What happens to this stuff after...

The County Treasurer Kurt Prenzler said he was ordered by the probate court to pay the heirs in Mary Petroff’s $1.36 million estate. Four...

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...

Print this and post it in a good spot, or add these dates to your online calendar with reminders. January 1 (or thereabouts): This is a...