Properly designating beneficiaries for assets that transfer on death is one of the simplest, and most commonly overlooked, methods to maximize the efficiency of a client’s estate plan. As a recent ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

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 ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you’re still alive. Doing so spares your heirs the mess of doing it themselves ...

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...

In 1987, Jeffrey Rolison filed a handwritten form naming his partner Margaret the sole beneficiary of his work retirement account. They broke up. He passed away. And today, almost 37 years later, ...

You've kept your will updated regularly to make sure your assets are distributed according to your wishes upon death. Have you done the same thing with your beneficiary designations? If not, your ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...