A federal district court in California has ruled that a short form power of attorney did not authorize the person granted the power of attorney to change the beneficiary on the grantor's life ...
Aasiya Z. Hassan took out a $450,000 life insurance policy in 2006, listing her two children and her three siblings as the beneficiaries. But a few months before she was slain, a change of beneficiary ...
Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...
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 ...
Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. This article is more than 5 years old. Beneficiary designations are a ...
Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many cases, to protect your spouse's financial interests, you need ...