Millions of American move to a different state each year but don't update their estate planning documents. That's a mistake, ...

Court rules lawyer personally responsible for unpaid taxes after directing fund transfers away from IRS while serving as sole ...

Most people avoid "the money talk" with aging parents until it's too late. Here's how to start the conversation without making it awkward — including scripts.

Getting your affairs in order doesn’t need to be daunting. Learn how to prepare essential documents and avoid confusion when ...

A dementia diagnosis changes everything. In the midst of processing the emotional impact and making medical decisions, ...

A Health Care Power of Attorney designates someone as your “health care agent” to make medical decisions on your behalf if ...

The $15 million estate tax exemption coming in 2026 requires advisors to rethink client strategies, with basis step-up ...

Q: My parents executed powers of attorney appointing each other. After each other, they appointed my uncle, who is elderly and can’t really help the way he could when he ...

It’s not pleasant to think about death or a medical emergency, but one of the greatest gifts you can give your loved ones is ...

Married couples often assume shared finances mean mutual decisions, but as one reader’s question shows, that’s not always how ...

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ...

On this episode of MorningLine, Nick Beres welcomes Attorney Barbara McGinnis of Johnson McGinnis Elder Care Law & Estate ...