When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...

Does a beneficiary to an estate have to sign a receipt before receiving their share of cash and in-kind stocks? I asked for a clarifying change to the receipt sent by the law firm. That was six months ...

Home Retirement Estate Planning Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms Standard retirement account beneficiary forms may not be flexible enough ...

Q: My uncle died, and the executor is supposed to make a distribution of cash to me. I received a receipt and release form from the executor, and it asks me to sign it before I get my money. Does this ...

Benefit administrators, 401(k) vendors, recordkeepers and benefits professionals regularly recommend that participants in qualified retirement plans periodically review and update their beneficiary ...

Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. This article is more than 6 years old. Beneficiary designations are a ...