Let’s say you received most of your dad's estate, while his ex-girlfriend got $200,000 from his 401(k). But what if she asks ...

The authors write "When a client has minor children or other minor intended beneficiaries, it is important as attorneys and estate planners that we consider all available options, the desired level of ...

A beneficiary designation can be made on bank accounts, brokerage accounts, insurance policies, and retirement accounts ... While not legally binding, a letter of intent can provide your loved ...

After announcing its bitcoin inheritance product in November, Block’s Bitkey is rolling out the offering on Wednesday.

Your heirs will thank you for not leaving a legal mess to sort out. Many of us want to get going on this planning but don’t ...

While traditional financial institutions allow for the seamless transfer of stocks, mutual funds and retirement plans ... court documents and specific will designations before releasing funds ...

Investment accounts have a transfer on death (TOD) designation. In both cases, these designations transfer your assets to your beneficiaries ... How to find a trusted retirement advisor: Factors ...

Wealthy or not, you can bring some peace of mind for yourself and your heirs with an estate plan that includes current ...

Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial ...