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 ...

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 ...

Take a look at 11 items retirees need to cross off their end-of-year checklists. Plus, explore 50 money moves to make before ...

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

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

Understanding how Medicaid works—and its relationship to homeownership—is crucial for anyone planning their estate or helping ...

Divorce represents one of life's most significant transitions, and while you're focused on dividing assets and establishing ...

TruNorth Advisors (864-800-1831) announces Asheville-focused estate planning guidance for North Carolina families, outlining tailor-made ...

Ensure your loved ones are taken care of after you're gone by properly designating beneficiaries for your retirement accounts, insurance policies, and bank accounts. Don't let your assets fall into ...

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.