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

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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

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 ...

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. Are you ahead, or behind on ...

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 ...