Beneficiaries & Heirs
Prepaid Funeral Plans Can Be a R.I.P.-Off
Paying ahead for your funeral might seem ideal, but a prepaid plan can come with unexpected costs.
Withdrawing Money From an Inherited IRA
Learn your options and understand how the distributions will be taxed.
A To-Do List for the Surviving Spouse
This checklist can help widows and widowers figure out which tasks to address early on, and which ones can wait.
Maximize an Inherited IRA
Beneficiaries can lose big tax advantages if they do not take the proper steps after inheriting an IRA.
Leave a Letter of Instruction to Your Heirs
Gathering the details about your personal finances now can spare your family a lot of aggravation later.
Will Your Life Insurer Pay Promised Benefits?
Regulators are scrutinizing insurers' payouts to beneficiaries. Prepare now to ensure your heirs will receive their benefits.
The "Death Tax" Lives
To paraphrase Mark Twain, reports of the death of the federal estate tax are greatly exaggerated.
Selling a Burial Plot is a Grave Decision
Whether you have inherited an unwanted plot or decided you want to relocate your eternal resting place, disposing of an unused plot can be challenging.
Real Money: Dividing a Legacy to Meet Two Goals
This young woman's inheritance needs to secure her future as well as pay for graduate school now.
FAQs on the Death of the Estate Tax
If Congress continues to do nothing about the federal estate tax, the levy will be back with a vengeance in 2011.
Cut the Lawyer Out of Your Will?
Preset forms are fine for simple plans. But complex estate issues may require a pro.
Solutions to Real-Life Money Challenges
You have questions. We have answers.
Planning Can Be Tricky for Childless Seniors
If you don't have adult children, look to extended family, friends, neighbors or trusted advisers to make health-care and financial decisions in case you become incapacitated.
Leave Your Kids a Tax-Free Legacy
Converting your traditional IRA to a Roth can be a boon for children and grandchildren.
Make the Most of a Survivor Benefit
If you're eligible for a Social Security survivor benefit, you might be better off claiming the survivor benefit first and switching to your own benefit later.
Adjust Strategies for Gift Giving in Light of the Revised Kiddie-Tax Rules
Focus on shifting income to grown children who qualify for tax-free capital gains.
A Gift to Your Spouse
Prepare a financial plan that will protect your spouse after you die or if you become seriously ill.
Leave an IRA That's Heir-Tight
Follow complex rules and avoid common mistakes when leaving your retirement account to your beneficiaries.
Who Gets Mom and Dad's Stock?
If parents don't designate beneficiaries for their investments, their wills or the state will determine who inherits the assets.
Passing on the Family Business
Smooth the transition when handing the reins of your company to the next generation.
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