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 ...

Naming beneficiaries is the easiest way to make sure your loved ones receive your retirement account with the least hassle ...

Naming a beneficiary is an essential step in estate planning that allows individuals to determine how their assets will be distributed in the event of their death. By understanding the different types ...

Naming beneficiaries on your bank and investment accounts does not, by itself, protect those assets from Medicaid rules, according to elder law attorney Harry Margolis, author of "Get Your Ducks in a ...

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 ...

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 ...

Naming a beneficiary (or co-beneficiaries) to your retirement account may feel like small potatoes, a minor administrative task. However, failing to ensure a beneficiary is named can lead to ...

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 ...

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

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 ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...