Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and ...

Dear Quentin, I have a very modest sum in my CD, checking, and savings accounts (approximately $150,000). I have set up a ...

If you’ve ever opened an IRA, CD or brokerage account — or bought an annuity, life insurance policy or shares of a mutual fund — you’ve been asked to name a beneficiary, or a person who will inherit ...

Joint bank account owners have full access to the funds at any time. Typically if one bank account owner dies, the surviving owner gets sole control of the account. Consider whether it's better to add ...

Nobody likes thinking of the inevitable — death, the end of the road, or the big sleep. Yet estate planning, especially having clear beneficiaries listed for every account, is a crucial part of any ...

DALLAS — A will is one of those things that a lot of us put off as long as possible. All that paperwork, those details, the intimidating legalese, and thinking about dying –they’re all good reasons to ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The FDIC has issued final regulations that, as of April 1, 2024, will change ...

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

My younger sister and I have been appointed as co-administrators of our older sister's estate. I have the legal documents and certificate of death in my possession and have taken them to the brokerage ...