Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

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

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

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 ...

A recent federal court case, Proctor & Gamble U.S. Business Services Company v. Estate of Rolison, No. 3:17-CV-00762 (M.D. Pa. April 29, 2024) ("Rolison"), serves as an important reminder of the need ...

This is Kyle Woodley, the editor of Retire With Riley, and if you actually made the choice to read this article, let me just say: I respect you. Because, let's be honest, most of us don't actively ...

While many people think having a will with named beneficiaries fast tracks assets to them, it's not always that simple.

In 1987, Jeffrey Rolison filed a handwritten form naming his partner Margaret the sole beneficiary of his work retirement account. They broke up. He passed away. And today, almost 37 years later, ...

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