It’s wise to select multiple beneficiaries when purchasing life insurance policies. This ensures that your family or loved ones can cover any financial obligations after you’ve passed away. The death ...

An important part of estate planning is deciding who will get your assets when you pass away. This means naming primary and contingent beneficiaries on important accounts such as your life insurance ...

You need more than a primary beneficiary on your financial accounts... just in case. Contingency beneficiaries can be your Plan B and even Plan C. What is a contingent beneficiary? If that question ...

Making sure you know who gets your nest egg after your death is important. Source: 401(k) 2012 via Flickr. Estate planning is an important part of ensuring that your assets go where you want them to ...

When purchasing life insurance, the choice of who to name as beneficiary is one of the most important decisions a person makes. A beneficiary is the person who receives the death benefit. The owner of ...

A recent private letter ruling underscores the importance of making sure your clients name both a primary beneficiary and a contingent beneficiary for their retirement accounts, in case their primary ...

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 ...

Revocable trusts are a ubiquitous part of modern US estate planning because they avoid the delay, cost and publicity inherent in probate administration and, in the international context, because of ...

Reader Question: I have named two family members as beneficiaries in equal shares on my portfolio. I was advised to also name contingent beneficiaries. Will you explain what a contingent beneficiary ...

Understand the roles trust beneficiaries play in asset management. and explore how trusts can be used to optimize estate ...