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Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is [...]

An intentionally defective grantor trust allows wealthy families to transfer assets from one generation to the next while achieving significant tax savings. IDGTs are especially useful if you [...]

The COVID-19 pandemic has caused nursing home staffing shortages across the United States, even forcing some nursing homes to close, but some states have been hit harder than others. A new [...]

In an alarming number of cases, private Medicare Advantage plans are denying coverage for medical services that would be covered under original Medicare, according to a federal investigation. [...]

In most states, spouses can purchase and own property separately from one another. However, in certain states – called community property states – if one spouse purchases property, it is [...]

My mom has a revocable trust that she set up more than 15 years ago. If we change it to an irrevocable [...]

If you apply for long-term care assistance through Medicaid and your application is denied, it may feel hopeless. The good news is that you can appeal the decision. 

After a Medicaid recipient dies, can Medicaid recoup benefits from the recipient’s IRA? The IRA was not [...]

If your spouse dies, you may have to decide whether or when to sell your house. There are some tax considerations that go into that decision. 

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you [...]