In the complex world of estate planning, one critical element often flies under the radar: beneficiary designations. These seemingly simple lines on financial documents can make or break your intended ...

Without professional assistance, it’s easy for an individual to forego updating an essential element of their estate plan: beneficiary designations. Designating a spouse as beneficiary enables the ...

If you have a will or trust, congratulations. But you’re not done with estate planning.

Despite efforts by plan sponsors and third-party administrators/plan recordkeepers to communicate to defined contribution retirement plan participants the importance of designating a beneficiary to ...

Richard has an adult son from his first marriage and two pre-teen daughters from his second. The other day, while checking his 401(k) balance, Richard was struck by this thought: “Who would get this ...

I'm not looking for an answer for an unlucky investor, but I have a story about how you should be vigilant with your finances. I funded an IRA for many years with my son as beneficiary. Two decades ...