Warren Buffett has given more than $2.8 billion worth of Berkshire Hathaway stock to five charities as part of his plan to gradually give away his fortune.
Deciding where to retire? Don't just consider the weather. Choosing the right state may determine whether you will live as a prince or a pauper.
The Supreme Court ruling on same-sex marriage gives a huge boost to the retirement security of LGBT Americans - especially in the realm of Social Security.
On a practical level, the Supreme Court ruling will dramatically simplify the financial lives of same-sex couples. Here's how.
The commercials insist a reverse mortgage is the perfect place to find extra retirement income. Here's what they don't tell you.
Without spouses and partners to help, single people need to prepare some documents to improve their estate planning.
A will is the least you can do to make sure your estate passes to your loved ones after you die, but almost half of American parents don't have one.
For most seniors and especially retirees, insurance payments can seem like an unnecessary expense. But not in these five common scenarios.
When naming beneficiaries for your life insurance policy, you're likely to pick your spouse and children. But naming a trust instead can have benefits.
Couples with reverse mortgages face huge problems if only one name is on the title, and that person dies. It's the plight of the non-borrowing spouse.
Not a whole lot of people have to pay the federal estate tax, but income tax and state estate, inheritance and gift taxes can make a mess for heirs.
For people who think drawing up a will seems morbid, changing preferences on Facebook may be less intimidating. It's simple, even if it is a little weird.
The president's poorly named plan to collect more inheritance tax can make handing down even minor investments a major hassle.
The death of a spouse is traumatic -- personally and financially. Here are eight critical financial steps that to take after the death of your life partner.
If you or someone you know is grappling with a terminal diagnosis, I offer you my sympathies and practical advice for dealing with the money side of death.
Estate Assist allows customers to create a digital safe deposit box to organize and distribute all the critical information related to their estate.
Parents of children with disabilities face incredible obstacles at every step in handling education, health care, housing and family finances.