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 ...

The Strategic Power of an ILIT in Estate Planning Estate planning is a maze: It is hard to know what to do and how to do it, and few tools provide the definition and control of an Irrevocable Life ...

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 ...

In estate and financial planning, the nomination of a beneficiary on a life insurance ... it must be carefully considered. Life insurance proceeds that form part of the estate are subject to ...

Whole life insurance is a form of permanent life insurance, which means the coverage remains in force until you die as long as you pay your premiums.