Dear Liz: In response to a reader who asked about creating a will, you suggested options for low-cost online resources. That is great! But, I would encourage you to remind readers to designate ...
IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...
Your clients’ beneficiary designations are probably wrong. Not because they made bad decisions, but because they made them once and never looked again. Life changed. Their estate plan changed. The Tax ...
Larry Leo Fritz II initially named his two children as beneficiaries of his benefits plan maintained under a Kraft Heinz savings account. He later changed that designation to his mother Rita Fritz, ...
The end of the year is a time when families often gather together. Although these gatherings may keep you busy, this could be a good time to think about the future and make sure that you have ...
Do yourself a favor: Check the heirs named on your IRA or 401(k) retirement plans. Then check your parents’ accounts. A lot is riding on these designations, and it’s easy for life to outrun planning ...
When was the last time you checked the beneficiary designations on your accounts? We often review our retirement, investment, and bank account balances regularly, but many people neglect to check who ...
Oklahoma law regulates wages owed to deceased employees in terms of the amount employers can pay before the employee's estate is administered, who the wages may be paid to, the amount they can recieve ...
Lisa S. Presser, left, and Brian M. Balduzzi, right, of Faegre Drinker Biddle & Reath. Courtesy photos The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the ...
During my years working in financial and retirement planning, one thing became very clear: many people don’t understand the stamp duty and costs their estate will face when they die. I often had to ...
In case you've faced some hurdles solving the clue, Per person, we've got the answer for you. Crossword puzzles offer a fantastic opportunity to engage your mind, enjoy leisure time, and test your ...
Indicate per stirpes or per capita treatment inside the trust, not on the designation form. If using a conduit trust, ensure the trust mandates distribution to the beneficiary immediately after ...
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