Learn 10 vital tax filing tips for handling a deceased person's return, including deadlines, forms, deductions, and common ...

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

Losing a spouse brings immense emotional weight and, often, unexpected financial decisions. For many surviving spouses, one of the most complicated and confusing tasks is deciding what to do with the ...

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 ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Estate and gift taxation in the United States may be on the ...

Losing a spouse is an overwhelming experience, and the practical tasks that follow can feel especially daunting. While every estate is different, having a clear roadmap of what to address and when can ...

If you know what's coming, you can plan ahead to mitigate some of the pain When a spouse dies, there's so much to think about that the future tax burden of the survivor is often left off the list of ...

Marriages interrupted by the unexpected and sudden death of a spouse can also leave the widowed survivor unprepared, especially if no will had yet been drafted and no contingency plans, like life ...

The Supreme Court of Guam has affirmed a lower court ruling that had itself affirmed a decision from the Government of Guam ...

And just for awareness for both of you, the rules about spousal benefits are one of the most confusing areas of Social ...

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 ...