Some tax professionals have been advising their clients that filing the IRS Form 706 Estate (and Generation-Skipping Transfer) Tax Return is not necessary for a surviving spouse. The reality is ...

In that case, is up to the surviving spouse to submit a new designation of beneficiary form. Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal ...

One of the most difficult aspects of retirement planning for many married couples is discussing what life might look like when one of them passes and the other is left alone. Loving couples, of ...