The simplest oversights can cause the biggest problems for heirs, especially those intended to inherit retirement accounts. Over the years, I’ve seen a number of court cases in which the logical ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Many clients are unaware that life changes such as marriage, divorce, and the passing of a loved one can leave outdated ...

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, ...

Your clients’ beneficiary designations are probably wrong. Not because they made bad decisions, but because they made them once and never looked again. Life changed. Their estate plan changed. The Tax ...

To grasp why updating your life insurance and 401(k) beneficiaries is essential, you must first understand what a beneficiary is. A beneficiary is a person or entity designated to receive assets from ...