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.