When an employee unexpectedly dies, companies often want to act quickly so as to minimize disruption to the deceased employee ...

Passing your assets to the next generation can be simple or it can be complicated, but even the simplest estate plan involves ...

A general rule for how often you should review your will, trust, powers of attorney, and health care directive, is every ...

Passing your assets to the next generation can be simple or it can be complicated, but even the simplest estate plan usually involves more than just a will. A good example is if you have a ...

Dear Quentin, I ’m not looking for an answer for an unlucky investor, but I have a story about how you should be vigilant with your finances. I funded an IRA for many years with ...

If your new employer offers a retirement plan and/or life insurance, you’ll be asked to complete forms to designate ... how best to handle the beneficiary designation so that you take care ...

As people age, legal paperwork often gets pushed to the bottom of the to-do list. Skipping these documents can leave ...

Choose beneficiaries to avoid probate and delays. Insurance policies allow primary and contingent designations. Bank accounts can use POD or TOD for easy transfer. Retirement plans may require spousal ...

UBS has unveiled research aimed at preparing women who inherit substantial sums of money to better navigate a smooth wealth transfer.