Key Takeaways Beneficiary designations on retirement accounts override your will when it's time to determine who inherits ...

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 ...

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 ...

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 ...

While in the process of divorcing, your attorney will remind you that you cannot change beneficiary designations on your accounts until the divorce is finalized. It is not uncommon to want to put the ...

Naming beneficiaries is the easiest way to make sure your loved ones receive your retirement account with the least hassle ...

You've likely just finished your seasonal tax tasks and reviewed your insurance policies, but a critical piece of your retirement income plan may be silently accumulating risk: your IRA beneficiary ...

HUNTSVILLE, Ala. (WAFF) - A last will and testament is important when it comes to one’s financial legacy. But there are other avenues to consider that actually supersede the will like beneficiary ...

Comprehensive, high quality estate planning involves much more than preparation of wills, trust instruments and durable powers of attorney. Many assets owned by our clients, including life insurance ...

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 ...

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 ...