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 ...

Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and ...

Will there be any costly penalties or taxes associated with using the POD method?” (Photo subjects are models.) - ...

Naming a bank account beneficiary ensures your money goes straight to your loved ones without getting tied up in costly, time-consuming probate. Most banks let you do this through a “Payable on Death” ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The FDIC has issued final regulations that, as of April 1, 2024, will change ...

My younger sister and I have been appointed as co-administrators of our older sister's estate. I have the legal documents and certificate of death in my possession and have taken them to the brokerage ...

Q: My husband and I keep our finances separate. He banks at Wells Fargo; I bank at Bank of America and Chase. Christopher Elliott, the Travel Troubleshooter Recently we have decided to make sure that ...