Failing to update beneficiary forms after major life events can lead to unintended outcomes for your assets. Wills govern assets without beneficiary designations, such as real estate, personal ...

Under ERISA, a 401(k) beneficiary form legally overrides any will or trust, and divorce alone does not remove an ex-spouse's claim. Under the SECURE Act, adult children must drain an inherited 401(k) ...

Beneficiary designations on retirement accounts override your will when it's time to determine who inherits your funds. Many people forget to update beneficiary forms, which leads to unintended ...

Financial experts warn that one overlooked retirement document can completely derail your intentions for your estate: Beneficiary designation forms. This comes as the Pew Research Center reported that ...

Beneficiary designations on retirement accounts override your will when it's time to determine who inherits your funds. Many people forget to update beneficiary forms, which leads to unintended ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A $400,000 401(k) does not follow the will. It follows ...

Now is an ideal time for you, as a trusted Center of Influence, to encourage your clients to review and update their beneficiary designations, which is a vital yet often overlooked step in financial ...

The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who's in the will (and who isn't) is a go-to motive for murder whodunnits, and there's good ...

The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who's in the will (and who isn't) is a go-to motive for murder whodunnits, and there's good ...