Intentionally Defective Grantor Trusts (IDGTs) can be a great way to transfer wealth in a tax efficient manner.
Despite an improving economy, Social Security and Medicare funds are still expected to be depleted unless Congress acts.
Different options exist to account for valuable artwork in an estate plan.
Learn about some of the common mistakes made when planning to apply for Medicaid to pay for long-term care expenses.
Surviving spouses should know about the all-important “two year rule” when considering the sale of their house following their spouse’s death.
A “Crummey” trust provides a way to take advantage of the annual gift tax exclusion to pass wealth while keeping the money in trust.
A federal study concluded that Medicare Advantage plans have wrongly denied beneficiary requests for medical care and payment of claims in an alarming number of cases.
When parents make a loan or gift to one, but not all, of their children, careful estate planning is critical to avoid conflicts.
A denial of a Medicaid application can be appealed and the appeal could result in the granting of eligibility retroactive to the date originally requested.
Before deciding whether to get remarried, you need to look at your estate plan, your Social Security benefits, and your potential long-term care needs, among other things.
A good estate plan has multiple elements that address important issues.
The Medicare prescription drug “donut hole” still exists although it has become smaller in recent years.
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