A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Ms. Kaufman offers the example of a parent with two children who names one as beneficiary of the RRSP and the other as ...

For example, you could name your four children ... list should be consistent with your estate planning. Your beneficiary designations supersede whatever is in your will. Even so, make sure that ...

Blended families are very common. When you're creating an estate plan in Idaho that involves stepchildren, former spouses, ...

A Health Savings Account (HSA) can positively affect your estate plan. How? In addition to serving as a viable option to ...

Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax strategies for long-term financial security.

See how we rate investing products to write unbiased product reviews. Many people avoid estate planning because, well, it's ...

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer ...

As we move into 2025, the beginning of another new year provides an ideal opportunity to take an in-depth look at your ...

"It's hard to overcome a client's enamored passion," said Lili Vasileff, a certified financial planner in Greenwich, Conn. "Time might prove you right [that the marriage was a mistake], but by that ...