While in the process of divorcing, your attorney will remind you that you cannot change beneficiary designations on your accounts until the divorce is finalized. It is not uncommon to want to put the ...

Properly designating beneficiaries for assets that transfer on death is one of the simplest, and most commonly overlooked, methods to maximize the efficiency of a client’s estate plan. As a recent ...

Most individuals own assets that will pass upon the death of that individual pursuant to a beneficiary designation. In fact, in many instances, these types of assets make up a large portion of an ...

When you die, anything that you own which has titling is either given to your beneficiaries via your will or via a will substitute. Any titled asset which does not have a will substitute goes into ...

Beneficiary designations on retirement accounts override your will when it's time to determine who inherits your funds. Many people forget to update beneficiary forms, which leads to unintended ...

A will, a remarriage, and two decades of life changes meant nothing to a 401(k) plan still honoring paperwork filled out before the divorce. The rules governing who actually wins that money are not ...

Estate planning is a broad term that describes the process of directing what happens to you assets upon your death. The process may entail additional directions or stipulations to be observed and ...

You've kept your will updated regularly to make sure your assets are distributed according to your wishes upon death. Have you done the same thing with your beneficiary designations? If not, your ...