The Social Security Administration (SSA) analyzes your most recent tax return to determine whether you must pay the IRMAA surcharge in addition to your existing monthly premium amount.

The basic idea behind a QPRT is to transfer the equity in a qualified residence out of a person’s estate and to their heirs while reaping lower transfer tax consequences.

Executors have many important responsibilities, including filing tax returns, keeping meticulous records and distributing assets to your beneficiaries.

People who do not require round-the-clock nursing but need help with everyday activities like bathing, housekeeping, medications and meal preparation can benefit from assisted living.

The final Medicare rule now includes dental care in the definition of “medically necessary care.”

There are a variety of planning strategies available to take advantage of these more significant exemption amounts before they are no longer available.

Filing for bankruptcy isn’t the only option if you’re facing serious debt.

As you age, it becomes increasingly important to have a solid legal plan for everything from your estate to your long-term health care.