Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

When creating your estate plan, it is important to understand the difference between probate and non-probate assets. Probate assets are those subject to court administration in a process through which ...

When a loved one dies and you know you’re the beneficiary of their life insurance policy, getting the payout is typically ...

Q: What happens if a person named in a will dies before the person making the will does? How is it determined who gets his or her share? A: It will depend on the circumstances. First, I would check to ...

It might not be the most glamorous gift, but giving life insurance as a present to a loved one can make a big difference to ...

In a recent private binding ruling (1052395100997) the commissioner found the beneficiary applicant was not in an ...

Determine a beneficiary for your business prior to your death to ensure that your business continues to operate, even after you are gone. If there are multiple members in an LLC, make sure each member ...

In a recent Private Binding Ruling (1052451473448), the commissioner said despite being subsidised by parent before their ...

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...