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 ...

Some financial products like life insurance or tax-advantaged retirement accounts require you to name one or more beneficiaries. However, that's not the case with many assets. For instance, you can ...

Beneficiary designations are often overlooked and neglected during the estate planning process. A client may execute a will or create a trust and simply assume that their retirement accounts will pass ...

For most Americans, their retirement plan savings accounts are likely one of their largest and most important assets. And yet many do not give these accounts the attention they deserve when it comes ...

A common estate planning misconception is that a last will and testament will control all assets that an individual owns at the time of their death. There are primarily two classifications of assets ...

You may not need to rewrite your will to change who inherits your assets. But whether you do depends on a key distinction ...

Key Points ・Beneficiary designations on retirement accounts, life insurance, and bank accounts are legally binding contracts that override your will and an outdated form can send your assets to the ...

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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 simplest oversights can cause the biggest problems for heirs, especially those intended to inherit retirement accounts. Over the years, I’ve seen a number of court cases in which the logical ...

Donating part or all of your remaining retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to our organization. How to make a ...