An outline of estate planning strategies and considerations for asset protection, including using state homestead exemptions, ...

Submitted by Edward Jones Financial Advisor Kirk Doyle When you open a retirement account or buy a life insurance policy, you’re asked to name a beneficiary. It might seem like just another form ...

Most people assume that having some version of an estate plan means their family is protected. The hard truth is that a ...

A financial advisor can help you understand how your beneficiary choices fit into your financial strategy and ensure your ...

Key Takeaways 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 ...

Some clients who ask for a trust don’t need one, says Jos Herman, founder of Resources & Solutions Professional Corp., an insurance and estates consulting firm. She told an audience at the Independent ...

Last month, I wrote about the tax-free benefits of Roth IRAs. A few days later, I received an email from a reader that led to this month’s topic. He asked if his two daughters and two grandsons — who ...

A quiet shift has started to reshape the future of inheritance, and it looks nothing like the traditional family tree. Millennials, now deep into their prime earning years, no longer treat beneficiary ...

Donating part or all of your remaining retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to our organization. How to make a ...

When it comes to financial planning, many people assume that once they’ve named beneficiaries on their accounts, they’re set for life. But if life changes, it may be time to change your beneficiary ...

When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get transferred to loved ones or go to probate often comes down to a few small ...