What Should I Do when Spouse Dies? – Annapolis and Towson Estate Planning
While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.
I’ve Inherited an IRA – Now, What about Taxes? – Annapolis and Towson Estate Planning
One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.
How to Prevent The Top Six Retirement Planning Mistakes – Annapolis and Towson Estate Planning
Unfortunately, retirement is complicated, and your decisions can have irreversible consequences.
Your Spouse Just Died … Now What? – Annapolis and Towson Estate Planning
In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, can lead to major complications, when the financially dominant partner dies first.
The Secret to Spousal Benefits for Social Security – Annapolis and Towson Estate Planning
Understand how Social Security spousal benefits work to make the most of your retirement funds.
What Happens Next, When You’ve Become a Widow? – Annapolis and Towson Estate Planning
Like many couples, Susan and Larry, who were married for 46 years, had divided the financial chores. Larry handled the investments, and Susan paid some bills. Though Ms. Alpert owned a business arranging travel incentives for large corporations, she was not prepared to manage the household’s financial affairs.