Want to make things easier for your loved ones? Find out how naming a bank account beneficiary can simplify the access to your funds after you’re gone.

If the original owner of the bank account dies without a beneficiary, their money becomes part of their estate and goes ...

If you’ve ever opened an IRA, CD or brokerage account — or bought an annuity, life insurance policy or shares of a mutual fund — you’ve been asked to name a beneficiary, or a person who will inherit ...

Some financial assets, like bank accounts and retirement portfolios, are designed to pass from one person to another. This designated recipient is known as a “beneficiary,” meaning that you have named ...

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

Q: If I name a beneficiary on my bank account will this avoid probate when I die? – M.C., Orlando A: Yes. If you complete the beneficiary designation form, and your beneficiary is alive at the time of ...

The Treasury Department will stop issuing paper checks for tax refunds, Social Security payments and most other federal ...

As the deadline to end the use of paper checks for Social Security payments looms, Long Island seniors and others who receive ...