Spendthrift trust fails due to beneficiary’s dominion & alter ego status. Court voids transfers, allowing creditors to access ...

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts. While you may think it isn’t a big deal, mistakes with beneficiaries can be ...

One of the most important aspects of estate planning is choosing who you’d like to be your beneficiaries. A beneficiary is someone who is named to receive a financial gift from an estate or a specific ...

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 ...

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

When the dust of the holiday season festivities settles, a clear-eyed assessment of one’s legacy often follows. If a ...

You might want to keep this column attached to your TSP-3 beneficiary designation form. My associate Joe Sullender, senior vice president for investments at Wells Fargo Advisors, recently became aware ...

Estate planning is an important part of ensuring that your assets go where you want them to go in the event of your death, and many different types of financial accounts let you name beneficiaries to ...

Regularly checking who you've named as beneficiaries will help make life easier on your loved ones when you're gone.

When naming designated beneficiaries of individual retirement accounts, it’s usually best to avoid naming a trust, as this could disqualify not only the trust but also any individuals named as ...

Many clients are unaware that life changes such as marriage, divorce, and the passing of a loved one can leave outdated ...