The great wealth transfer could leave millions of surviving spouses paying more to the IRS, even as their income drops.

Because females have longer life expectancies, most of the spousal transfer of assets due to death is expected to go to women ...

Most importantly, make a plan.

A spousal beneficiary rollover is a transfer of assets to a surviving spouse from a deceased spouse's retirement accounts. It ...

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 ...

It's of course very difficult to lose your spouse — and some survivors may also have to deal with the shock of higher taxes after their wife or husband dies. That's because after a partner's death, ...

Learn the most common financial mistakes after losing a spouse and how widows and widowers can avoid costly decisions during a difficult time.

From left, surviving spouses Erica Meadows, Deb Hobsen Bird, and Elizabeth Schuster, alongside Candace Wheeler of the Tragedy Assistance Program for Survivors (TAPS) and Stephanie Rose of MOAA, ...

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 ...

It's of course very difficult to lose your spouse — and some survivors may also have to deal with the shock of higher taxes after their wife or husband dies. Stream Los Angeles News for free, 24/7, ...