Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

Here's a question I ask every new client: when was the last time you looked at the beneficiary form on your life insurance? The usual answer is a long pause followed by something like "when I started ...

One key question about financial planning often is overlooked by most clients: To whom will you transfer your acquired income and assets at the end of your life? I know, it’s not the most comfortable ...

A life insurance beneficiary can be a person, entity or organization you choose to receive the death benefit from your life insurance policy after you pass away. Once your beneficiary receives the ...

What is a beneficiary? Perhaps the clearest definition comes from the Insurance Information Institute which states, “A beneficiary is a person or entity you name in a life insurance policy... What is ...

Larry Leo Fritz II initially named his two children as beneficiaries of his benefits plan maintained under a Kraft Heinz savings account. He later changed that designation to his mother Rita Fritz, ...

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 ...

Find out how an outdated beneficiary form can override your will and unintentionally leave retirement savings or life insurance proceeds to an ex-spouse or deceased relative ...

Who you designate as your beneficiary is important when it comes to the wealth transfer. Beneficiary designations on retirement accounts override your will when it's time to determine who inherits ...

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 ...

The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who's in the will (and who isn't) is a go-to motive for murder whodunnits, and there's good ...