A: One in four SMSFs are single-member funds, and what happens when that member dies is a good question.

Married couples often assume shared finances mean mutual decisions, but as one reader’s question shows, that’s not always how ...

"After he married, he dissolved the trust and cut contact. I found out that everything he had built over a 30-plus-year marriage with my mom was going to his new wife. This includes the family ...

If your husband does predecease you, you would also be entitled to 100% of his Social Security amount. You would still be eligible for this if you divorce because you are in your 70s (you need to be ...

Dear Savvy Senior, Can you recommend some good online resources for writing a simple will? I’m 70 and divorced and want to get my affairs organized, but I hate paying a high-priced attorney fee if I ...

Having an estate plan ready to go is like preparing a lifeboat for loved ones, helping them avoid confusion as they deal with ...