“You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who...

“The best way to ensure that they know and understand your wishes, is to take a copy of your advanced healthcare directive or living will...

“Roth IRAs are powerful and flexible financial planning tools. They are also complex. As a result, many people aren't familiar with all...

“Particularly if you’re 65 or older, you may have recently been asked by your financial advisor, custodian or brokerage firm, if you...

“A No Contest clause is mostly what it sounds like. It is a paragraph that can be included in a Last Will and Testament or a trust, which...

“In their trust they leave each other their share upon death and then I would be trustee when my last parent dies. I’m really concerned...

“Retirement coach Sara Zeff Geber visited several Northern California assisted living facilities to interview ‘solo agers’—people, either...

“Sometimes the persons involved either die simultaneously, i.e., too close in time to determine clearly who survived the other or die...

“The first thing to realize is that as soon as you marry, your spouse is granted certain inheritance rights under law. However, these...

“As people approach the age of 60, many of them start thinking about how and when to access their Social Security benefits. The basic...

“We plan for so many transitions in life: births, graduations, weddings, retirement and moves. We want these transitions to go smoothly...

“Many seniors and their families don’t use a lawyer to plan for long-term care or Medicaid, often because they’re afraid of the cost.”...

“Developing a proper business plan, securing financing, marketing, paying taxes and all of the other small, but significant, details will...

“A one-bedroom apartment in an assisted-living facility will cost you $194 per day–or about $71,000 per year. A home health aide will set...

“The wife did not have a durable power of attorney authorizing her spouse to act as her agent in selling the property and now apparently...

“What should you do with the money in your 401(k), when you leave your job?” What does it cost to stay or to leave? Small plans, by which...

“For many of us, the thought of our own death or incapacity is uncomfortable to consider. Fear of the unknown and uncertainty of things...

“Proposed U.S. legislation would make it easier for employers to offer annuities in 401(k) retirement plans that provide retirees fixed...

“You make things easier for the children, by planning for the possibility of a nursing home stay because you take the burden off the...

“Although it’s common to point out why it might make sense to delay taking Social Security benefits, there are legitimate reasons for...