Regularly checking who you've named as beneficiaries will help make life easier on your loved ones when you're gone.

One of the most important aspects of estate planning is choosing who you’d like to be your beneficiaries. A beneficiary is someone who is named to receive a financial gift from an estate or a specific ...

Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an ...

Here’s who gets your 401(k) when you die, plus how it’s transferred, the tax impact, and why beneficiary updates matter more ...

It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts. While you may think it isn’t a big deal, mistakes with beneficiaries can be ...

When naming designated beneficiaries of individual retirement accounts, it’s usually best to avoid naming a trust, as this could disqualify not only the trust but also any individuals named as ...

Estate planning is an important part of ensuring that your assets go where you want them to go in the event of your death, and many different types of financial accounts let you name beneficiaries to ...

You might want to keep this column attached to your TSP-3 beneficiary designation form. My associate Joe Sullender, senior vice president for investments at Wells Fargo Advisors, recently became aware ...