Sometimes conflicting beneficiary designations for 401(k) plan assets can be tough to sort out when a plan participant dies. It took a verdict from the U.S. Circuit Court of Appeals for the 9 th ...

A few years ago during a prior Congress and prior presidential administration, a federal law known as the Setting Every Community Up for Retirement Enhancement or SECURE Act, became effective on Jan.

Beneficiary designations are among the most important legacy decisions you will make. A variety of financial accounts, including retirement plans and life insurance policies, allow you to designate ...

It's yet another form in that seemingly endless pile of paperwork needed to complete the application. It's usually only one page and while most clients don't seem to think about it too much, others ...

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 ...

Could listing designated beneficiaries on a participant statement spark a fiduciary breach lawsuit? In today’s world, the answer is always yes — and in LeBoeuf v. Entergy, it did. This case involved ...

I hear this story a few times each year: Uncle (or grandparent, sibling, or parent) died leaving his IRA to one named niece (or grandchild, sibling, or child). But everyone, including the named ...