Outdated beneficiary forms are quietly redirecting retirement savings to unintended heirs.

Bernstein Private Wealth Management reports on strategies for managing inherited retirement accounts, emphasizing tax ...

In 2023, more than 1.8 million Americans got divorced. For many Americans, retirement accounts represent their largest assets, and divorce often means dividing those accounts between them and their ...

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 ...

Now is an ideal time for you, as a trusted Center of Influence, to encourage your clients to review and update their beneficiary designations, which is a vital yet often overlooked step in financial ...

Dear Liz: I was perplexed by your column in which you pooh-poohed pay-on-death and transfer-on-death accounts in favor of trusts. But you gave no specific explanation. Rather, you said trusts ...

Quick Read ERISA preemption means plan administrator pays the beneficiary form name; $620,000 to ex-wife despite divorce ...

When was the last time you checked your beneficiary designations? Imagine spending years building your savings and crafting an estate plan, only to have your assets pass to the wrong person. Often, ...

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 ...

Learn about contingent beneficiaries, their role in estate planning, and how they ensure assets are distributed effectively ...