Losing a spouse is emotionally shattering, and the financial fallout can quietly compound that grief for years. I focus here on five specific money mistakes that can devastate a surviving spouse, ...

Christine Matus, Esq. of The Matus Law Group ( shares comprehensive guidance to help residents navigate Medicaid Compliant ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Is your estate plan outdated? Review these 7 legal documents every senior needs to update in 2026 to protect your assets and ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries ...

Will there be any costly penalties or taxes associated with using the POD method?” (Photo subjects are models.) - ...

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...

Section 1. Purpose and Policy. Illicit fentanyl is closer to a chemical weapon than a narcotic. Two milligrams, an almost undetectable trace amount equivalent to 10 to 15 grains of table salt, ...