When Priscilla Presley challenged her late daughter’s will recently, it raised the prospect of a family rift and a messy legal battle over who would guide Elvis’ big estate. But legal experts say ...

If you’ve ever opened an IRA, CD or brokerage account — or bought an annuity, life insurance policy or shares of a mutual fund — you’ve been asked to name a beneficiary, or a person who will inherit ...

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

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies. The significant exception to this rule is trusts. You can ...

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance. This observation is almost certain when it ...

Naming a beneficiary is an essential step in estate planning that allows individuals to determine how their assets will be distributed in the event of their death. By understanding the different types ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...