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, ...

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.

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

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 ...

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, ...

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