Losing a spouse is emotionally shattering, and the financial fallout can quietly compound that grief for years. I focus here ...

From tax surprises to benefit reductions, these are the key Social Security changes that happen after a spouse dies, and how ...

Losing a spouse brings immense emotional weight and, often, unexpected financial decisions. For many surviving spouses, one of the most complicated and confusing tasks is deciding what to do with the ...

And just for awareness for both of you, the rules about spousal benefits are one of the most confusing areas of Social ...

By Russell Gloor, National Social Security Advisor at the AMAC Foundation, the non-profit arm of the Association of Mature ...

One of the most effective ways to prepare for such a life-changing event is through comprehensive financial planning. The death of a spouse is one of life’s most devastating events. The overwhelming ...

If you know what's coming, you can plan ahead to mitigate some of the pain When a spouse dies, there's so much to think about that the future tax burden of the survivor is often left off the list of ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Estate and gift taxation in the United States may be on the ...

The Supreme Court of Guam has affirmed a lower court ruling that had itself affirmed a decision from the Government of Guam ...

Dependency and Indemnity Compensation payments will increase in 2026, giving eligible surviving spouses and families of ...