If you’ve just inherited a windfall from a deceased relative’s trust, you’re likely wondering, “How does a beneficiary get money from a trust?” When your deceased relative created the trust, they set ...

Life doesn’t stand still, and neither should your financial documents. Marriage, divorce, the birth or adoption of children or grandchildren, the death of a previously named beneficiary, or changes in ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...

Proper account titling and beneficiary designations prevent estate plan failures and ensure smooth asset transfers for ...

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

Hi, I'm Susan Lipp, editor and chief of Trust and Estates, and I'm speaking with Jamie Hopkins, the chief wealth officer at Bryn Mawr Trust. We'll be discussing some of the issues that arise when an ...

When it comes to financial planning, many people assume that once they’ve named beneficiaries on their accounts, they’re set for life. But if life changes, it may be time to ...