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14 Essential Questions to Ask Aging Parents This Holiday

With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your aging loved ones.

Giving Gifts to Your Grandchildren in Trust

There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money could affect a grandchild’s eligibility for financial aid.

Understanding the Differences Between a Will and a Trust

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two.

Ashes to Soil? Is Human Composting Real?

As more people look to adopt environmentally sustainable practices not only in life, but now also in death, ‘green’ alternatives may become more of a norm in the future.

Do You Need a Trust?: Estate Planning Q&A

Trusts are legal arrangements used in estate planning, alongside wills and advance directives.

Health Care Surrogate and Power of Attorney Disagree?

A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.

Watch Out for These Potential Problems with Life Estates

Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for.

Accounting for Gifts and Loans to Children in Your Estate Plan

No parents want their children to fight among themselves after they are gone. Sadly, conflicts often arise, especially when a parent has gifted or loaned money to one child and not others.

Who Are Parties to an Estate?

When people pass away, their assets go through probate. The parties to an estate are the people involved in the probate process.

Six Things to Consider Before Making Gifts to Grandchildren

Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

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