A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

It's easy to assume your will has the final say over who inherits your money, but that's not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial ...

If the beneficiary of a life insurance policy dies before the insured person, the death benefit will be split among any contingent beneficiaries if there are no contingent beneficiaries, it will be ...

One of the most important aspects of estate planning is choosing who you’d like to be your beneficiaries. A beneficiary is someone who is named to receive a financial gift from an estate or a specific ...

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts. While you may think it isn’t a big deal, mistakes with beneficiaries can be ...

When naming designated beneficiaries of individual retirement accounts, it’s usually best to avoid naming a trust, as this could disqualify not only the trust but also any individuals named as ...

When it comes to financial planning, many people assume that once they’ve named beneficiaries on their accounts, they’re set for life. But, if life changes, it may be time to ...

Because, when the couple was dating in the 1980s, Mr. Rolison had listed Ms. Sjostedt as the sole beneficiary of his retirement account, and then never updated the form to designate a new beneficiary, ...

The current advance beneficiary form of noncoverage, ABN Form CMS-R-131, is scheduled to expire on Jan. 31, 2026, according to an update posted by Noridian Healthcare Services, the DME MAC for Jurisdi ...

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...