Beneficiary designations are an essential component of every estate plan; however, these designations are often overlooked. As a bit of background, there is a distinction between probate assets and ...

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

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 ...

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 ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...

A grantee beneficiary is typically named in legal documents like a trust or a transfer-on-death deed. This designation allows the original asset owner (the grantor) to specify who will receive the ...

One key question about financial planning often is overlooked by most clients: To whom will you transfer your acquired income and assets at the end of your life? I know, it’s not the most comfortable ...

While money is likely the last thing on your mind when your spouse is ill, having hard conversations about beneficiaries can ...

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

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...