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The Widow’s Financial Checklist: Your First 90 Days
Widowed and unsure where to start? This widow’s financial checklist covers the first 90 days: what to handle now, what can wait, and how to avoid scams.
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Inherited IRA Rules for Surviving Spouses: What’s Different
Inherited IRA guidance is often written with children and other non-spouse beneficiaries in mind, which means the rules you’ve read…
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Inherited an IRA? Here’s What You’re Required to Do
Many people assume they can leave an inherited retirement account alone and withdraw when it’s convenient, but the IRS has…
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Long-Term Care Insurance Explained: What You Need to Know
If you’ve watched a parent decline or helped care for them, then you already know the emotional, and financial, toll…
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Probate Explained: 4 Ways to Protect Your Family from It
Most families assume that having a will protects them from probate. Unfortunately, in most cases, it doesn’t. In this video,…
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Do You Need Life Insurance After Inheriting Money?
In this episode, we discuss life insurance as one potential tool for inheritors who are faced with big questions about…
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The Framework to Invest Your Inheritance Wisely
Inheriting money can be emotional and overwhelming. Investing it doesn’t have to be.
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Don’t Burden Your Kids: 5 Estate Planning Steps They’ll Thank You For
Many people don’t think much about their own estate plan until they become inheritors and see how hard the process…
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Inherited a House? What to Do With Your Parents’ Home
Deciding what to do with an inherited home can carry both emotional weight and financial consequences. Here, Rachael walks through…
