Most people assume their assets would automatically go to the right person. In reality, banks, insurers, and investment platforms follow rigid rules. A nominee is not the heir. A joint account holder ...

Legal and financial experts have revealed how couples who meet and remarry later in life can avoid nasty inheritance battles. Americans 65 and older are increasingly getting remarried following the ...

Divorce can complicate estate planning (among other things). The good news is that your ex is automatically cut out of your will in most states. “Under New York law, once a divorce is finalized, your ...

A guide with examples for learning this key idea in options trading Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Skylar Clarine is a fact-checker and expert in personal finance ...

For example, some don’t realize they may owe several hundred thousand dollars in taxes as part of their inheritance. Because each person’s financial literacy level is different, it’s critical to ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

Writing a Will is one of the simplest ways to make sure your money and property go to the people you intend. Yet a very common doubt keeps coming up: should you sign your Will in the city you grew up ...

While SIMPLE IRAs are in some ways similar to their cousins, traditional and Roth IRAs, they also share some features with workplace retirement plans such as 401(k)s. Understanding your plan's rules ...