A recent study by retirement research company Plansponsor, a division of Connecticut-based Asset International Inc., shows of those surveyed nationwide, only 56% of independent workers were actively saving for retirement, compared with 72% of traditional workers.

Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.

A trust fund is an account that gives a person control over who will receive their assets during their lifetime and/or at their death.

Nobody really likes getting a smaller piece of the pie.

The holidays are a popular time of year to give to charity. We are in a good mood, feeling generous and may also be looking for ways to lower our taxable income before the end of the year. However, this incentive only applies, if you itemize your deductions.

The medically needy spend-down program helps individuals over the age of 65, and some younger individuals with disabilities.

While in-home care can be less expensive than a semi-or private-unit in a nursing home, it does have its downsides. This is particularly true, when it is a family member that is providing care.

It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice that things seem … off.

Large gifts made between 2018 and 2025 will not lose the tax benefit of the higher exclusion level, once it decreases after 2025.

Newly introduced federal legislation is intended to help farm families continue their livelihoods, after the death of a loved one.