Financial planning for widows addresses the shift from managing money as a couple to making all financial decisions ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. Joint ownership with right of survivorship is a convenient way ...

In our last article, we tried to simplify a complicated subject: Social Security (SS) spousal benefits. Most people need and want help coordinating these benefits. We used some case studies to give a ...

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 ...

The death of a loved one is an emotionally fraught time, so it is wise to understand beforehand there are financial benefits available from Social Security for survivors. You can earn up to $1,500 in ...

The four types of innocent spouse relief include separation of liability relief, equitable relief, relief from liability for ...

If your spouse (or ex-spouse) is still alive and is due to receive Social Security benefits, it pays to look into how much you could receive. Here, we'll cover seven essential things you should know ...

Sometimes business owners want to bring their spouses on as employees at their companies. And for good reason: Such hires come with tax advantages. But these arrangements must be structured correctly, ...

When a spouse claims Social Security retirement benefits can sometimes matter to the other spouse. In some cases, lower-earning spouses can initially claim benefits based on their earnings record and ...