A 77-year-old woman with advanced Alzheimer’s has been granted protection “against the likelihood of death at the hands of ...

While pensions can still be passed on after death, they will now be added to property and investments when calculating ...

Leaders of both political parties and Gov. Kelly Ayotte all say they are hoping for progress on two issues — housing and ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...

I was recently corresponding with an 88-year-old reader who had decided to hire a financial advisor. After years of ...

In 2024, a new law took effect allowing tax- and penalty-free rollovers from a 529 college savings plan to a Roth IRA, ...

Learn the key steps to take before December 31 to qualify for tax-free student loan forgiveness—and avoid missing out on ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

Americans are feeling the strain already with less than three weeks to go until the expiration of COVID-era tax credits that have helped many people pay for health insurance through the Affordable ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...