Nobody likes thinking of the inevitable — death, the end of the road, or the big sleep. Yet estate planning, especially having clear beneficiaries listed for every account, is a crucial part of any ...

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance. This observation is almost certain when it ...

When Priscilla Presley challenged her late daughter’s will recently, it raised the prospect of a family rift and a messy legal battle over who would guide Elvis’ big estate. But legal experts say ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries. Failing to do so can result in costly mistakes — for you and your ...

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies. The significant exception to this rule is trusts. You can ...

DALLAS — A will is one of those things that a lot of us put off as long as possible. All that paperwork, those details, the intimidating legalese, and thinking about dying –they’re all good reasons to ...

If you’ve been diligently saving retirement money in your 401(k), you probably assume your hard-earned money will go to your loved ones when the time comes. But did you know that without a properly ...