The ability to manage and preserve a large amount of wealth is not something most people are born with. If it were, then there would be...

Wall Street has an enhanced life insurance method that benefits wealthy people and is becoming increasingly popular, according to...

If you were to conduct a representative poll of middle class Americans about the best way to plan for your estate, it is almost certain...

Very little in government is ever straightforward. One example is the Senate Republican plan to repeal and replace the Affordable Care...

You probably know that Medicaid is the federal government program that provides health care coverage to poor Americans. However, in the...

Salvador Dali was well known both for his eccentric art and his eccentric lifestyle. He was not known to have any children, but one...

On June 9, a controversial new Department of Labor rule went into effect. The rule seems simple enough. Financial advisors who give...

For many years, New Zealand has been thought of as a great place to hold foreign assets in trust. The nation had lax laws and allowed...

We do not all like to admit it, but the truth is that we are all often wrong. Many of the things we thought were right, we later learn...

Even people who like to make detailed plans about everything else, are often tempted to put off estate planning for as long as possible....

Republicans in Congress are moving forward with their plans to repeal the Affordable Care Act. The House of Representatives previously...

One of the many tasks that the executor of an estate has, is to assess whether anyone owes the estate any money or could be determined to...

In a typical American family, the expectation has always been that when the parents pass away, everything they have left will be...

Sometimes differences between generations are greatly overblown. Small differences in the percentage of people in one generation that...

When most people think about estate taxes, if they think about them at all, they think about the federal estate tax. That is the estate...

We wish you all a safe and happy 4th of July.

All over the U.S. many people die unnecessarily. This includes many elderly. Why? It is because of a lack of organ donations. Getting...

Minnesota has an unusual way of taxing trusts. The state's income tax statute makes 100% of a trust's assets taxable in that state, if...

Every year the Social Security benefits that millions of senior citizens receive on a monthly basis are supposed to increase with the...

The federal government has always been particular about Medicare. Eligible people either sign up at the right time or they face stiff...