Topic
estate planning
6 stories related to this topic, newest first.
freepressjournal.infinance4 days ago
Co-owner of Deceased Grandmother's Bank Account Seeks Guidance on Sharing Funds With Siblings
A reader asks whether a mother who was co-owner of her late grandmother's bank account should divide the funds equally with siblings under the terms of the will. The question centers on inheritance rules when joint ownership and will provisions intersect.
MA
world23 days ago
Steps for Handling Financial Matters After a Death
Registering a death and locating a will are the first required actions. Families must notify banks, insurers and pension providers while building lists of assets and debts.
slate.comfinance24 days ago
Podcast Discusses Inheritance Timing and Family Financial Preparation
Bryan Walley, co-founder and CEO of Forward Inheritance, spoke on the Disruption Interruption podcast about delays in accessing home equity through traditional inheritance. The May 28, 2026, episode addressed documentation gaps and the projected $84 trillion wealth transfer.
Forbesfinance34 days ago
Congress Changed Rules for Inherited Retirement Accounts
Congress updated distribution rules for inherited IRAs, 401(k)s and other retirement accounts. Beneficiaries must now follow new timelines depending on the date of death and their relationship to the original owner.
thelogicalindian.comworld37 days ago
Family Dispute Highlights Risks of Outdated Retirement Account Beneficiaries
A legal battle among family members over a retirement account has drawn attention to the importance of keeping beneficiary designations current. The case, reported by The Wall Street Journal, illustrates complications that can arise when account holders fail to update information…
science73 days ago
Guide to Financial, Legal and Medical Planning for Long-Term Care
Long-term care planning addresses financial, legal and medical needs for aging family members. This includes creating wills or trusts to manage assets and preparing for health emergencies through discussions on current conditions and finances. The process helps families respond t…