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Soon borrowers will have to pass a financial assessment before they can take out a reverse mortgage.

Is your family of the “Leave It to Beaver” variety -- opposite-gender parents, the first marriage for each, one or more kids, all healthy and thriving? If so, your estate plan will [...]

A new rule is allowing investors to use annuities in retirement to help save on taxes. The IRS now gives Individual Retirement Account (IRA) owners the ability to invest in annuities [...]

If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift.

If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else.

In some states (called "income cap" states), Medicaid applicants who have excess income can qualify for Medicaid only if they put the excess in a special trust, called a "Miller" trust [...]

In order to qualify for Medicaid, a nursing home resident's income must not be above a certain level. 

Most states either have laws specifically prohibiting pets and humans to be buried together or are silent on the issue.  But at least four states have laws allowing some form of combined [...]