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 ...

Who you designate as your beneficiary is important when it comes to the wealth transfer. The dramatic reading of the will in a wood-paneled office has long been a staple of television dramas. Who's in ...

Who you designate as your beneficiary is important when it comes to the wealth transfer. Beneficiary designations on retirement accounts override your will when it's time to determine who inherits ...

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 ...

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 ...

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 ...

Key Takeaways Beneficiary designations on retirement accounts override your will when it's time to determine who inherits ...