What are spouses entitled to when inheriting a 401(k)?

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

How Do I Find a Lost Life Insurance Policy?

If you think you’re the beneficiary of a life insurance policy you can’t find, there are a number of ways to locate it aside from just searching through paperwork.

My sister died and left me as the beneficiary on her 401(k). I could really use the cash — but should I let this nest egg mature or crack into it now?

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once ...

Spousal Lifetime Access Trusts: A Strategic Estate Planning Tool For Taxable Estates

When thoughtfully designed and coordinated with broader financial and family goals, a SLAT can be a cornerstone of ...

All Delaware counties to accept Transfer on Death deeds come December. What to know

All three counties will begin recording Transfer on Death deeds using a standardized form on Dec. 4. Here's what that means ...
Moneyweb

How your investments are dealt with when you die – and why it matters for your estate plan

The way your investments are structured has a direct impact on how efficiently and cost-effectively they transfer to your ...