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

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's Your Money Briefing for Tuesday, June 11th. I'm J.R. Whalen ...

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 ...

Naming a beneficiary for your life insurance, retirement accounts, and other assets seems like a straightforward task. You simply write down the name of the person you want to receive the money when ...

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

Your 401(k) could be one of your biggest assets. But what happens to it after you die? Unlike other parts of your estate, a 401(k) doesn’t get handled through your will. It follows a different ...

A case scheduled to be heard by the Supreme Court next month about the fate of an inherited 401(k) plan should serve as a wake-up call to advisers who neglect to update beneficiary documents, ...

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

The end of the calendar year often brings family into focus as we look to spend time with loved ones for the holidays. Though it may not feel like the best time to contemplate one’s demise, the season ...