To prepare for what happens to Social Security benefits when you die, it’s a good idea to know about the following: The ...

Understand how your 401(k) is handled after your passing, including beneficiary rules and tax implications, to ensure your financial legacy is preserved.

Your mortgage won't disappear, but planning ahead can ease the financial burden on your spouse or heirs. This page includes information about these cards, currently unavailable on NerdWallet. The ...

Dear Savvy Senior: I recently had an estate plan drafted, including a will, power of attorney and advance directive, but I’m not sure what to do about all my online accounts – email, banking and ...

It may seem like an afterthought, but naming a beneficiary to your retirement account is critical. Here's why.

There’s an established playbook for getting one’s affairs in order before death—create a will, name legal guardians, and so on. But there’s also a newer consideration: what will happen to our digital ...