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 ...

Don't let your legacy become a nightmare for your family Anne Mollegen Smith is the founder and head of Brooklyn Artisan. She has 35+ years of journalism experience, both as a reporter and editor.

George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA arbitrator. Patricio Nahuelhual / Getty Images If you're signing up ...

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 ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...