Estate Planning

Bank of America refused to honor a Florida man's power of attorney and paid a stiff price, but the case also raises the issue of the proper use of joint bank accounts in estate planning.

As members of the Boomer generation become caretakers for their parents, more and more guides are popping up to aid them. This one covers topics that other books often gloss over.

Seniors who plan to opt for burial when they die are sometimes concerned that no one will care for their gravesite . . .

Everyone has heard the terms "will" and "trust," but not everyone knows the differences between the two. ...

A trust protector is someone who is appointed to watch over a trust that will be in effect for a long time and ensure that it is not adversely affected by any changes in the law or circumstances.

One important reason to have a will is to be able to name your executor (also called a personal representative). An executor is the person responsible for managing the administration of your estate after you die.

Siblings do not always receive equal shares of a parent's estate. Sometimes the inequality is intentional and sometimes it is accidental. Regardless of how it happens, it can cause arguments among the children.

A new study by the Government Accountability Office (GAO) raises concerns about the adequacy of consumer protections . . .

This book is a practical guide to working with your parents to make financial plans and preserve legacies while you both still have the luxury of time.