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 a profound emotional blow, and it often triggers a second crisis: a financial fog of legal hurdles and ...

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 ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Jan 30, 2025, 02:12am EST Jan 30, 2025, 12:25pm EST A ...

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 ...

Debt collectors may pressure surviving spouses to pay debts they are not legally responsible for. It is important to understand which debts transfer to a surviving spouse, as laws vary by state.

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 ...

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

Domestic partners have the same rights as surviving spouses in Rhode Island regarding vehicle titles. It is recommended to obtain a title in the sister's name before selling to avoid complications.