When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ...

When a listener named Kim wrote to Suze Orman's "Women & Money" podcast, she shared a common concern: Her family was ...

While an irrevocable trust can, in some cases, protect assets from being counted for Medicaid eligibility, Orman pointed out a major trade-off: "It no longer is part of your estate. It's now out of ...

My husband had a brief meeting with a lawyer who offered to transfer the deed to my husband to avoid the five-year look-back ...

Explore how homeownership affects Medicaid eligibility. Understand key rules, benefits, limitations, and strategies for a ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Our daughter was born with a rare disease and will be on Medicaid for her whole life. Can my wife and I invest in the stock market or would those assets have to be sold?

Learn critical non-insurance strategies to preserve your wealth and avoid impoverishment from the high costs of long-term ...

Catch up on all the news and advice from this week's Retirement Daily.

Musk has gone beyond merely calling the bill a "disgusting abomination" and signaled he will actively undermine it.

The state’s Medicaid division is reimbursed for the services it provided to the beneficiary in the case of first-party or self-funded special needs trusts. Assets that remain usually pass to the ...

As an Idaho estate planning attorney, I've helped countless clients draft wills and trusts that reflect their wishes and ...