Estate-planning

Learn why beneficiary designations override your will and how to properly designate beneficiaries for retirement accounts, life insurance, and other assets.

The widow's tax penalty can add $5,000-$15,000 to your surviving spouse's annual taxes. Learn how to protect your partner before it's too late.

New inherited IRA rules hit most non-spouses with a 10-year deadline. Learn your beneficiary category, avoid costly mistakes, and plan smart distributions.