estate-planning
5 stories related to this topic, newest first.
erpsoftwareblog.comSteps 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.comPodcast 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.
ForbesCongress 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thelogicalindian.comFamily Dispute Highlights Risks of Outdated Retirement Account Beneficiaries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…
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…