Legal

A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets, tax-free, to the next generation. If you don’t need the money for retirement, you can leave all of it in the IRA to grow tax-free and eventually pass on to your heirs.  ...

Being named executor of someone's estate is a measure of their trust and confidence. It's also a major pain. Just ask anyone who's done it. You can reduce the hassle factor by following a few key steps, keeping impeccable records, and meeting vital deadlines. ...

Carefully drafted powers of attorney, trusts, transfer-on-death affidavits and other documents can help you avoid probate and protect you and your family from problems that may occur, both now and after your death. ...

After being off-limits to most members of the public since March 2020, Social Security Administration (SSA) offices are set to reopen on March 30, barring an unexpected snag or a major change in the pandemic’s course.  ...

Elder law planning is concerned with ensuring that seniors live long, healthy and financially secure lives. It usually involves anticipating future medical needs, including long-term care. Estate planning is for everyone of all ages. Estate planning attorneys help you determine what will happen to your assets after you die. ...

If you are in a relationship, but not married, have been married more than once, have children by more than one partner, or have beneficiaries who cannot manage funds for one reason or another, then it's more important to do estate planning. And your planning cannot be plain vanilla. Here are a few tips to consider. ...

A power of attorney is one of the most important estate planning documents you can have. It allows a person you appoint to act in your place for financial or other purposes when and if you ever become incapacitated or if you can't act on your own behalf. ...

Many services have popped up that offer do-it-yourself will software or documents. These might work fine if you have little or no property, small savings or investments, and a traditional family tree, but the rest of the population should not use these programs. ...