An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

Elder law attorney Harry Margolis explains why beneficiary designations don’t protect assets and where Medicaid estate ...

When you open a 401(k), you can name a beneficiary to inherit your account when you pass away. Inheriting a 401(k) comes with a range of beneficiary rules that depend on the beneficiary's relationship ...

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...

A spouse beneficiary is the person who will inherit a 401(k) account if the account holder passes away. The rules for spouse beneficiaries determine how the account assets are distributed, which can ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

You might not have thought much about bene-ficiary designations - but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...