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 ...

These direct designations ... form for designating beneficiaries, fill it out, and return it to your financial institution. Keep a copy for your files. Who Can Change the Beneficiary on a Life ...

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 ...

Dear Quentin, I ’m not looking for an answer for an unlucky investor, but I have a story about how you should be vigilant ...

If you have a life ... A copy of the insurance policy with the policy number A copy of the insurance claim form, known as the request for benefits or claim for benefits If the beneficiary can ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

Do not merely write "child" or "spouse" when filling out your forms, as this could lead to confusion if your life circumstances change down the line. Give every beneficiary a copy of your life ...

By submitting this form ... determine how to obtain life insurance that best fits your situation. When determining how much life insurance you need, consider how your beneficiaries would use ...

we recommend getting term life insurance. It's the cheapest form of coverage, you can choose a death benefit that covers multiple loans and expenses, and you can name a beneficiary. Your beneficiary ...