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While collecting Social Security benefits may seem straightforward, there are actually several strategies for collecting benefits -- especially if you are married -- that can increase [...]

For a variety of reasons, people sometimes want some or all of their assets to pass directly to specific individuals upon their deaths, outside of probate.  POD and TOD accounts are one [...]

You aren't technically required to hire a lawyer to draft a will, but failing to do so could lead to costly problems for your family and other heirs.

Figuring out when to start taking Social Security benefits shouldn't require a degree in economics, but the complicated rules mean many Americans are not getting all the benefits they [...]

The U.S. Department of Housing and Urban Development (HUD) has rescinded a rule issued last year that was intended to keep at least some spouses of reverse mortgage holders from being [...]

There are circumstances in which transferring a house will not result in a Medicaid penalty period, and one of those is if the Medicaid applicant transfers the house to a "caretaker child." [...]

Third-party special needs trusts, as the name implies, are funded with assets that never belonged to the trust beneficiary, and they provide several advantages over the other two types of [...]