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There are several ways one can make a charitable gift as part of their estate plan. First and foremost, you can always give during life.

While a trust technically becomes the owner of your home when you sign a deed transferring ownership to a grantor trust, rest assured that you will still receive the same real estate tax exemptions and/or benefits that you received when your home was owned in your individual name.

Whether a trust or last will and testament (鈥渨ill鈥�) is better for you is dependent on your assets, circumstances, and personal goals. Every person is different and therefore every estate plan should be tailored to the individual.

A pooled income trust is a type of supplemental needs trust that is used to shelter the excess income of a Medicaid recipient.

A small number of participants whose plan has been terminated for 2025 will not be automatically assigned to a new plan.

Though marital trusts and bypass trusts differ in detail, together they serve as a power tool for married couples' looking to shield their assets from estate taxes.

Medicare covers up to 100 days at a skilled nursing facility. Learn more about what qualifies for coverage and what doesn't.

Naming a child on your bank accounts can lead to numerous consequences, including potential costly estate litigation.

Engaging in estate planning now can ensure that upon incapacitation or death, your assets will be transitioned smoothly to your beneficiaries.

Learn what a descendants trust is and how it can help protect beneficiaries in the future from bad financial decisions, divorce, and more.