Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

RMDs from Roth IRAs can be complicated because of distribution and special spousal rules. Question: I inherited my spouse's Roth IRA account. He opened the account four years ago. I am now 72. What ...

How much Social Security income spouses receive depends on their claim age and the primary insurance amount (PIA) of their ...

The death of a spouse is devastating. There is the obvious sadness experienced due to the loss of a loved one. However, there is also the challenge of losing a life partner who helped you make various ...

If your will has a trust arrangement in place for your spouse, -and it probably does, the trust must be a sole use trust for Pennsylvania purposes in order to qualify the trust assets to be taxed at 0 ...

Spouse's, ex-spouses, and sometimes other family members can qualify for survivors benefits after a family member's death. You can receive up to 100% of your spouse's benefit if they pass away. There ...

In 2009, each individual had a $3.5 million estate tax exemption. If a married individual had assets over $3.5 million, without careful planning, those assets in excess of $3.5 million would fall ...

HIPAA regulations strictly control access to a deceased spouse’s medical records, including those from Medicare. You can only access these records if you legally represent their estate or have ...