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 ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you’re still alive. Doing so spares your heirs the mess of doing it themselves ...

You would think that when you die, your assets will be passed down as per your wishes. This is usually the case when you use ...