Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid.

Beneficiaries receive assets without probate when named in trusts or insurance. Immediate designation of beneficiaries ensures asset transfer according to wishes. Types of beneficiaries vary, ...

If your life insurance beneficiary dies before you, the payout may go to a contingent beneficiary or your estate, depending on how you set up the policy. You can choose how death benefits are ...

Checking your beneficiary designations each year on your investment accounts is always a wise move. Our team does this before each planning meeting with our clients, and I can’t tell you how many ...

Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

Once upon a time, there lived an older gentleman who was blessed with three children. Mortimer, a widow in his 80s, has three adult children: Ariel, Sebastian and Belle (names and details changed).

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...