Designations are made by assigning a percentage of assets to the beneficiary or successor using a form that is entirely separate from your will or living trust. Designations come in several forms ...

To help you fill out the form, you may review guide G00059 Examples of Beneficiary Designations. Consult legal assistance if the guide does not apply to your situation. For legal assistance concerning ...

Once your beneficiary designations are established ... How a Grandmother’s Final Wishes Could Go Awry Here’s an example of how per capita might work. Imagine a grandmother, her daughter ...

That’s because in most cases, a beneficiary designation overrides a will. For example, let’s say you recently got remarried. You’ve updated your will to include your new spouse but forgot to ...

"And so, for example, a 401(k ... unless you actually named the trust as a beneficiary of that 401(k)." Anspach advises to ...

401(k) beneficiary designation supersedes will instructions; maintain accurate listings. Federal law defaults your spouse as 401(k) beneficiary; written consent needed for changes. Annual review ...

For example, say you own a home and want to ... It is important to keep beneficiary designations up to date, as changes in family circumstances, like marriage or divorce, may affect who you ...