Whether you're assisting an aging parent or proactively planning for your future, the rising costs of long-term care are a ...

Lawyer Lisa zeroes in on the importance of selecting the right trustee and assigning power of attorney rights in this week's ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

There are three guarantees in life: birth, taxes and death. The first one occurs without any effort on one’s part.  Paying ...

Special Needs Trusts (SNTs) protect assets for individuals with disabilities while preserving eligibility for public benefits like SSI and Medicaid.

While an irrevocable trust can, in some cases, protect assets from being counted for Medicaid eligibility, Orman pointed out a major trade-off: "It no longer is part of your estate.