The Social Security Administration is tightening its rules on Social Security overpayment. Beneficiaries could see 100% ...

A pooled income trust can help you maintain your Medicaid eligibility while protecting your excess monthly income for essential expenses. You’ll work with a non-profit organization that manages the ...

When hostilities break out between individual co-trustees, incumbent trust counsel faces a representation conundrum. In §8.8 ...

From eliminating taxes on benefits to major staffing cuts at the Social Security Administration, President Donald Trump’s ...

Although the QTIP trust can be beneficial, it can come at a significant tax cost. This is because the assets remaining in the ...

The Office of the Chief Actuary estimated the withholding rate increase could save about $7 billion over the next decade.

One of the biggest concerns that parents have when leaving substantial assets to the next generation is that if a child knows ...

Learn the pros and cons of using revocable trusts to protect your assets and your privacy, and how they differ from wills.

As her caller specifically asked about a trust, a living revocable trust is perhaps the closest alternative to a lady bird ...

Four out of 10 Social Security beneficiaries pay income tax on a portion of their benefits, according to the Social Security Administration. However, that could change if President Donald Trump ...

Understand if the IRS can claim life insurance proceeds from a beneficiary. Learn about tax implications, factors affecting ...

You might think you’re covering all bases by creating a will, but you may want to branch out to other options.