What happens to U.S. Savings Bonds with the death of the bondholder? The answer depends on who owns the savings bond and whether others are also listed as owners or beneficiaries....more
8/1/2025
/ Beneficiaries ,
Bondholders ,
Bonds ,
Co-Ownership ,
Estate Planning ,
Income Taxes ,
Inheritance ,
Intestacy ,
IRS ,
Personal Representatives ,
Probate ,
U.S. Treasury
As the population of the U.S. ages, we are in the midst of what some are calling the “great generational wealth transfer,” and some studies are suggesting there could be over $100 trillion passing to the next generation over...more