A beneficiary is a person or entity that you name to receive the proceeds of your financial assets when you die. A beneficiary can be a spouse, child, relative, friend, charity, trust or any other ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after ...

Life insurance is about protecting your loved ones, but who gets the payout when you’re gone? Choosing the right beneficiary is key to making sure your policy does what it’s meant to — provide ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ...

Choosing an estate beneficiary can be tricky, especially with family tensions. Here’s how to decide fairly and keep disputes to a minimum.

If you’ve decided you want to give your money to friends or family after you’ve passed away, you may want to consider placing it in a trust. Establishing a trust can protect a beneficiary’s assets ...

A trust is a powerful estate planning tool, providing for the management and protection of your assets. Trusts come in many flavors or types depending upon the client’s goals and needs. The selection ...