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Why Is the VA Suspending Caregiver Assessments?

Veterans Affairs officials will suspend all annual reassessments of families in their caregiver stipend program, citing continued work into revising rules and policies associated with the benefit.

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What’s Involved with Being a Trustee?

Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

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What Common Mistakes are Made with Living Trusts?

Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.

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RMD Formula Changes for First Time in 20 Years

The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).

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What Is a TOD Beneficiary?

The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.

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Should I Use a Special Needs Trust?

A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.

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What Is a Nongrantor Trust?

Every trust has at least one grantor, also known as the trustmaker, i.e., the person who creates the trust. So, it can be confusing when terms like grantor trustand nongrantor trustare used.

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How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.

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Do You Want to Be an Executor?

Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can ...

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Addressing Vacation Home in Another State in Estate Planning

So why should you consider a more comprehensive plan than just leaving an out-of-state vacation home in your will?

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