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 ...

While many people think having a will with named beneficiaries fast tracks assets to them, it's not always that simple.

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, ...

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing ...

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

Want to make things easier for your loved ones? Find out how naming a bank account beneficiary can simplify the access to your funds after you’re gone.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

During my years working in financial and retirement planning, one thing became very clear: many people don’t understand the ...