If your child receives Supplemental Security Income (SSI) benefits and is going to turn 18, you should talk with your special needs planner about some important changes that could significantly impact your child's SSI benefit.
The Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others, has passed the House of Representatives by a vote of 382 to 22.
Here are some issues grandparents should consider before making gifts to grandchildren or other family members.
The Veteran's Administration will soon begin enforcing new regulations that make it harder to qualify for Aid and Attendance benefits.
Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.
The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here's what you need to know to do such planning.
A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. But many people delay completing this vital estate planning step until it’s too late and they no longer are legally capable of doing it.
Although Medicare coverage is generally not available when beneficiaries are overseas, what about coverage for those exploring our own varied and scenic land?
Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.
Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though they carry some risk.