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.

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

If your husband does predecease you, you would also be entitled to 100% of his Social Security amount. You would still be eligible for this if you divorce because you are in your 70s (you need to be ...

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

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

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

Only 24% of Americans have a will, according to a 2025 Caring.com survey of more than 2,500 adults. Worse, nearly a quarter of respondents haven't updated their estate planning documents since ...

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 ...

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 ...

A new law makes major changes to the federal estate tax. Learn how the permanent $15 million exemption for 2026 and beyond ...

I often receive calls from clients excitedly telling me they have a new grandchild. After some congratulatory comments and [… ...