Parents & Spouses

No matter how good of a relationship you have with your aging parents, estate planning is a sensitive subject. Approach with care. Here’s some tips for transitioning your loved ones into [...]

The best time to get involved in your aging parents’ affairs is early on, long before your loved ones are in ill health or their affairs are in trouble. Start with a simple inquiry. Ask when [...]

Your parents may be in their 70s or 80s, and like many in their generation, have the ethos that personal information – especially anything having to do with money or estate planning – is private [...]

The Supreme Court ruled that inherited individual retirement accounts aren't protected in bankruptcy. The issue now becomes how to protect these plans within a solid estate plan.