Matcho

Mark Matcho Known as "qualified personal residence trusts," or QPRTs, these vehicles allow a homeowner to continue to live in a house for years before transferring ownership to heirs at a discount to the current market value.

A Matter of Trust: Giving Away a Home Anne Tergesen 2011

Mark Matcho Policyholders can avoid preventions or delays in the collection of benefits for long-term-care policies.

The Latest Long-Term-Care Snafu Anne Tergesen 2011

Mark Matcho Robert would like to put his entire estate into a trust and skip layers of tax.

Dynasty Trusts Under Attack Laura Saunders 2011

Mark Matcho Most workers prepare for later life by focusing on a single, key question: Have I saved enough?

Ready to Retire? Here's a Five-Year Pre-Retirement Plan. Anne Tergesen 2011

Mark Matcho A growing number of websites, with names like CareCentral and Lotsa Helping Hands, are catering to such families.

Sending Out An Elder-Care SOS Anne Tergesen 2011

Mark Matcho Debt-protection services, which cover your credit-card bill when you can't, can help out if you become ill or lose your job, protecting your credit score, the Government Accountability Office said in a report last month.

Beware the Financial Fear Mongers Karen Blumenthal 2011

Mark Matcho The trend is being driven in part by the economic downturn and the aging of the population.

Making Room for Mom and Dad Anne Tergesen 2011

Mark Matcho Richard Gallagher, a 78-year-old retired doctor in Santa Rosa, Calif., recently wrote us to ask about using custodial accounts to invest money for his grandchildren versus 529 accounts, which offer a limited number of investment choices.

Higher Education at a Lower Cost Kelly Greene 2010

Mark Matcho You'll have to spend some cash on coffee and lunch makings at home.

How You Can Get a Raise This Year Ruth Mantell 2012

Mark Matcho The Dow Jones Industrial Average fell 2.3% last week, its fifth down week in a row.

Economy Points Down, Takes Market With It Gregory Zuckerman 2011