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As Americans continue to live longer, many of today’s retirees are finding it necessary to help elderly parents or relatives manage their personal and financial affairs.

School’s back in session, meaning my daughter Sophie is working her way through senior year. Time really does fly.

Caring for a child or an adult with special needs can be emotionally challenging for parents, family members, and other caregivers.

Many people perceive trusts as a complex subject better left to their attorney. As a matter of fact, they often think trusts are available only to the wealthy.

No one wants to dwell on it, but death is an inevitable part of life. Once you plan for its eventuality, you may rest easy with the hope that your family will be taken care of.

This quiz is designed to stimulate your thinking about estate planning issues that may need your attention.

While large loans from parents to offspring are quite common, it is important to pay attention to the tax rules that apply to the transaction.

Not knowing the factors that can trigger an IRS audit often contributes to high levels of anxiety.

With a GRAT, you can put all or part of your company’s stock into an irrevocable trust that pays you (the business owner) a fixed income for a specified number of years.

A properly structured estate plan will help to fulfill your specific goals and wishes for asset control and distribution during your lifetime and after your death.