Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

In many instances, spouses execute what is referred to as reciprocal wills. What this means is that each spouse designates the other as the entire beneficiary or the primary beneficiary of their ...

Losing a spouse is emotionally shattering, and the financial fallout can quietly compound that grief for years. I focus here ...

Losing a spouse is one of life's most difficult experiences, and the financial impact can add even more stress. Many people are surprised to learn how Social Security rules change after a partner dies ...

It's of course very difficult to lose your spouse — and some survivors may also have to deal with the shock of higher taxes after their wife or husband dies. That's because after a partner's death, ...

The more prudent move is always to plan for the worst-case scenario” (1). On that note, consider Don, a 66-year-old recent ...

Despite an intention to add a spouse or domestic partner to their Will, at times a decedent may neglect to do so prior to his/her death. Under such circumstances, however, a surviving spouse or ...

The death of a spouse can be devastating, and in the aftermath, calls from collection agencies about medical bills and other debts could not come at a worse time. But surviving spouses may not be ...

Sen. Tim Kaine applauds unanimous Senate passage of a bipartisan bill to expand job counseling to surviving spouses through ...

A friend of my wife told her, and she believes, she could receive a Social Security benefit based on my SS benefit that I’m currently receiving while I’m ...