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 ...

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 ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

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 ...

A beneficiary is a person or entity that you name to receive the proceeds of your financial assets when you die. A beneficiary can be a spouse, child, relative, friend, charity, trust or any other ...

Retirement accounts often represent a substantial portion of a client's estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate ...

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 ...