There are several methods of transferring property at death. A transfer of probate property by a valid will or a deed of transfer will generally involve the assistance and advice of an attorney. While ...

Properly designating beneficiaries for assets that transfer on death is one of the simplest, and most commonly overlooked, methods to maximize the efficiency of a client’s estate plan. As a recent ...

Most Americans believe their will distributes their estate, but that's not the case with retirement accounts, life insurance, ...

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 ...

When you die, anything that you own which has titling is either given to your beneficiaries via your will or via a will substitute. Any titled asset which does not have a will substitute goes into ...

IF YOU HAVE an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...

You've kept your will updated regularly to make sure your assets are distributed according to your wishes upon death. Have you done the same thing with your beneficiary designations? If not, your ...

This 401(k) beneficiary mistake can result in all of your hard-earned money going to the wrong person. Here's how to avoid it ...

Most individuals own assets that will pass upon the death of that individual pursuant to a beneficiary designation. In fact, in many instances, these types of assets make up a large portion of an ...