But amid that grief, the surviving spouse is often left making high-stakes financial decisions at the worst possible time.

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 ...

As I continue to age so do my clients. As a result of being in business for many years some of my clients are now unfortunately passing away. When this occurs, there are always questions that come ...

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 ...

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, ...

Marital trusts are a common estate-planning tool, but they depend heavily on who controls the money and how closely that ...

When an IRA owner dies, surviving spouses suddenly inherit more than memories. They inherit a stack of decisions wrapped in IRS fine print.