Issue. The determination of who is a surviving spouse’s “last deceased spouse” is integral to computing the DSUE amount available to such surviving spouse. Thus, one issue addressed by the temporary ...

RMDs from Roth IRAs can be complicated because of distribution and special spousal rules. Question: I inherited my spouse's Roth IRA account. He opened the account four years ago. I am now 72. What ...

Before portability, most estate plans for married couples fell into a well-defined pattern, which typically included (a) a credit shelter trust, and (b) either a QTIP Trust or an outright distribution ...

If your spouse (or ex-spouse) is still alive and is due to receive Social Security benefits, it pays to look into how much you could receive. Here, we'll cover seven essential things you should know ...

Pope Francis smiles as he greets guests after his general audience in Paul VI hall at the Vatican Dec. 1, 2021. (CNS photo/Yara Nardi, Reuters) Below is the text of Pope Francis’ weekly Wednesday ...