My significant other and I, who are both in our sixties, are buying a home together and will be listed on the deed as tenants in common. I am making a substantial down payment, and we will share the monthly mortgage. How do I protect the money I am puttin

All of my father's assets are in a trust. If he transfers the assets from the trust to a limited liability company and waits 5 years to apply for Medicaid, will Medicaid count funds in the LLC as an available asset and require him to spend down the funds?

What does the executor do with all the financial records of the deceased person after all his work is done? How long does he keep the records? Are the beneficiaries entitled to the financial records of the estate or is the executor in charge of them?

I purchased a home with my father. We both live in the home and are both on the mortgage. Is my father allowed to pay off the mortgage as a way to spend down his assets to the point that he can qualify for Medicaid’s long-term care coverage?

The median cost of a private nursing home room in the United States has increased slightly to $92,378 a year, up 1.24 percent from 2015, according to Genworth's 2016 Cost of Care survey, which the insurer conducts annually.

My mother is in a nursing home. Does the woman who is acting as an agent under my mother's medical power of attorney have any responsibility to my brother and me? She doesn't like us, and I am afraid she won't notify us if something happens to my mom. She has already told the nurses not to let me take my mom downstairs to get some fresh air, which is not a medical issue.

I am 66 years old and I live in Florida. I am considering loaning my niece, who is also one of my beneficiaries, $30,000. I would prefer to gift her this amount (using the $28,000 husband/wife gift tax exclusion), but I am worried about Medicaid's look-ba

The oldest of the 75 million baby boomers have begun turning 70 in 2016. If you are among them, the IRS will likely be expecting you to start cashing out your tax-advantaged retirement savings that you may have spent decades building up.  

If you or a loved one has been diagnosed with Alzheimer's disease, it is important to start planning immediately.

The Department of Labor has issued new rules intended to prevent financial advisors from steering their clients to bad investments by requiring advisers to act in the best interests of their clients.

The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. You don't have to be worth millions to learn a lesson from Prince's apparent mistake.