It's easy to assume your will has the final say over who inherits your money, but that's not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

Whether you know it or not, you’ve probably filled out and signed several beneficiary forms. Life insurance policies have them. Credit union accounts have them. Disability insurance policies have them ...

When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...

As a plan sponsor, you need to make sure that participant beneficiary forms are up to date. It’s not enough that you make sure that every participant has filled one out, you also have to make sure ...

Since first developed more than 40 years ago, Individual Retirement Accounts (IRAs) have become a popular retirement savings vehicle for generations of investors. As time marches on, a new generation ...