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Insights, guides, and updates to help you navigate loans and agreements.

An older couple sitting at home reviewing financial documents and cash together

Estate Planning

Lending Money to Aging Parents: The POA Conflict Nobody Warns You About

Lending money to aging parents? Learn the loan vs. gift decision, the Medicaid asset-limit trap, and the POA conflict of interest most families miss.

Aug 7, 2026Read

A last will and testament document on white paper, representing estate planning for an outstanding family loan

Estate Planning

What Happens to a Family Loan When the Lender Dies? 3 Paths Executors Use

What happens to a family loan when the lender dies? See the 3 paths executors use, the tax rules for forgiveness, and how to avoid a sibling dispute.

Jul 6, 2026Read