The Last Will and Testament and the Revocable Trust are the most common documents used within an estate plan to direct how an individual’s assets should be distributed in the event of death. However, ...

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...

A common estate planning misconception is that a last will and testament will control all assets that an individual owns at the time of their death. There are primarily two classifications of assets ...

Losing a spouse is emotionally shattering, and the financial fallout can quietly compound that grief for years. I focus here ...

The last will and testament and the revocable trust are the most common documents used within an estate plan to direct how an individual’s assets should be distributed in the event of death. However, ...

One of the most important considerations for IRAs or other retirement plans is to make sure the proper beneficiaries are designated. However, this step alone isn't sufficient estate planning as it ...

What happens to your financial accounts when you pass away? They will be passed along to the beneficiary or beneficiaries designated for that account – but what happens when your beneficiaries are out ...

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...

The estate of a late Proctor & Gamble employee is embroiled in a legal battle over his retirement account nearly a decade after his death—with his ex-girlfriend from 35 years ago. Jeffrey Rolison ...