Estate Planning

When a Spouse Inherits an IRA

When it comes to deciding what to do with the proceeds from a deceased husband's (or wife's) IRA, the surviving spouse who inherits an IRA has a choice.

The Hidden Costs of Settling an Estate

When settling an estate, you should anticipate costs beyond standard expenses such as attorneys' fees, commissions paid to the executor and court filing fees.

6 Essential Documents for Estate Planning

Planning for your own death is uncomfortable, but it can prevent heartache and financial distress for your loved ones. Here are the documents experts say we all should have.

4 Personal Financial Planning Musts for Dads

Dads, take time this Father's Day weekend to kick back and relax. But next week, implement these financial planning essentials. You and your family will be better off for it.

How I Squandered My Inheritance at Age 18

Lyn Roman inherited a small trust fund, and spent it all in a year. But the lessons she learned from her mistakes, and how she bounced back from them, have been priceless.

New Year, Same Beneficiaries? Here's Why You Need to Review

If you haven't checked the beneficiary designations on your financial accounts lately, you really should. It's quick, easy, and though it may not sound all that important, getting it squared away now could make a huge difference to your family later.

13 Financial Resolutions for Retirees in 2013

Being retired means not having to worry about waking up early to get to work. But retiring doesn't mean its time to quit worrying about making your money work as hard as it can.

Financial Planning for Same-Sex Couples: 5 Tips You Can't Ignore

Though same-sex marriage and gay civil unions are legal in 13 U.S. states, the federal rights that traditional married couples enjoy still don%u2019t apply to such unions. That means that it's critical for same-sex couples to get their paperwork and plans in order.

Planning for Trouble: Money and Estate Tips for Every Age

Many people put off doing estate planning on the grounds that it's too complicated. But it's not that difficult, and the right moves can save both you and your family a lot of trouble down the road. Here are a few things to keep in mind for the various stages of your life.