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 ...

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 ...

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 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 ...

As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing ...

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 ...

Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

Losing a spouse is emotionally shattering, and the financial fallout can quietly compound that grief for years. I focus here on five specific money mistakes that can devastate a surviving spouse, ...

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

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 ...