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

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 ...

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

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

Having a will may not matter to the loved ones listed as beneficiaries unless there is a trust in place, making it easier for ...

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 ...

The Trump administration's proposed H-1B weighted visa system, prioritizing higher-paid applicants, might not be detrimental ...

Unlike vegetables, not everyone actually needs life insurance.

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 ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

In April, Loren Cohen (son of Michael), the Internal Revenue Service and the court-appointed representative for the estate of ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.