Estate Planning

If you are over age 60 and you haven't changed your estate plan in many decades, it's almost certain that you need to update your documents and start reviewing them every five years.

While the 2017 federal tax cut means most estates won't be subject to the federal estate tax in 2018 and 2019, state estate tax is a different matter. Some states are not going along with the increase in the federal estate...

The new tax law makes it harder to claim a tax deduction for charitable contributions. While charitable giving should not be only about getting a tax break, if you want to get a tax benefit from your contributions, there are...

The median cost of a private nursing home room in the United States increased to $100,375 a year in 2018, up 3 percent from 2017, according to Genworth's annual Cost of Care survey.

When one sibling is named in a power of attorney, there is the potential for disputes with other siblings. No matter which side of the dispute you're on, it is important to know your rights and limitations.

While the new tax law doubles the federal estate tax exemption, meaning the vast majority of estates will not have to pay any federal estate tax, it doesn't mean you should ignore its impact on your estate plan.

According to court documents, legendary singer Aretha Franklin did not have a will when she died, opening up her estate to public scrutiny and unnecessary costs and uncertainty. ...

Lawyers’ fees vary greatly and their systems of charging fees vary as well.  ...

The choice of beneficiary for IRA, SEP, 401(k) or other retirement plans can have significant tax implications.  Here are some of the rules and concerns when designating beneficiaries.