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KIPLINGER'S PERSONAL FINANCE: long-term care planning vs. taxes: finding a healthy balance
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern - reducing taxes for retirees and their heirs.
AARP: 8 Common Estate Planning Mistakes
A complete, up-to-date plan will spare your loved ones pain and expense.
Kiplinger's Personal Finance: Estate Planning: A Special Trust for a Special Need
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
U.S. News & World Report: Choosing Between Revocable and Irrevocable Trusts
Advisors weigh taxes and creditor protection versus control over assets when selecting a trust.