A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...

If you're planning to pass down a 401(k) to your children, you're not alone. Many retirees want to ensure their hard-earned savings benefit the next generation. But when it comes to required minimum ...

Life insurance can be an excellent estate planning tool to ensure succession, provide for loved ones, and create liquidity in your estate. However, understanding the estate duty implications of life ...