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If you're 50 or older and in a high-income bracket, a new rule means that a familiar tax deduction for extra catch‐up contributions to your 401(k) may vanish and you'll be required to make [...]

A recent survey reveals that one in three Americans took on debt to cover a loved one's funeral expenses.

Trusts are a common tool for bypassing probate, but states offer other options as well. These vary widely, underscoring the importance of understanding local laws if probate avoidance is [...]

Understanding why long-term care insurance denials happen and how to avoid them can save families significant stress and expense.

How do I plan for my husband's and my wishes to be honored regarding our care at our home? With a blended family and several grandchildren, we are considering appointing another family [...]

My patient was approved for Medicare but denied Medicaid due to having a 401(k). He will receive SSI; however, he is too young to go into his 401(k). Can he appeal the Medicaid denial? [...]

If a person no longer has capacity due to early onset Alzheimer's, how do you get them to a memory facility if they are unwilling?

My husband was on Medicaid in 2009 and 2010. In December 2010, he passed away. In 2013, I filed for bankruptcy because I could no longer afford our home. How does Oregon recover Medicaid [...]

Learn whether it is practical to pay off debt before creating a will or trust. Understand how debt affects inheritance, probate, and your family’s financial security.

Thinking about the end of our lives can be so unappealing that many of us put it off. However, people are beginning to discuss the subject more readily, and some television shows may be [...]