Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you ...

While many people think having a will with named beneficiaries fast tracks assets to them, it's not always that simple.

TruNorth Advisors (864-800-1831) announces Asheville-focused estate planning guidance for North Carolina families, outlining tailor-made ...

Understanding how Medicaid works—and its relationship to homeownership—is crucial for anyone planning their estate or helping ...

These 8 easy financial hacks — from canceling unused subscriptions to tweaking your 401(k) — can deliver big money wins in ...

When you think about estate planning, wills, trusts and life insurance usually top the list. But annuities deserve a spot in ...

While there can be some value to using AI as some assistance in drafting, it is critical that attorneys ensure that the documents comply with all legal requirements, account for any tax considerations ...

What do most people misunderstand about estate planning? According to HelloNation, Amy Whinery Osborne of The Law Offices of Amy Whinery Osborne, P.C. in Cary, North Carolina, explains that the ...