In a summary article published by USA Today that pulled the most critical information from an article in their Money section dated May 28, 2026, Derek Miser was asked to provide insight on the risks of leaving HSA funds to heirs who have not been a spouse. These nuances in preparing estate Planning and Wills, is a detail covered when diligent people turn to a team of legal, financial and tax professionals under one roof will help identify and help mitigate the tax burden.
Check out the summary article and learn how Derek Miser points out some of the critical questions you need to ask before naming a beneficiary for your HSA funds.
