It's easy to assume your will has the final say over who inherits your money, but that's not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

Joint owners or beneficiaries of the deceased person's account can work with the bank directly to access the funds. If the account becomes part of the owner's estate, the legally designated executor ...

Are banks legally required to give account holders written statements of their beneficiaries upon request? I want to make it easier for my heirs, but I'm having trouble getting this information in ...

More than half of Michiganders have done no estate planning. You might still have a plan, but you might have not written it yourself. You might have done your own mini estate plan with beneficiary ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

When couples divorce, it seems obvious that they should change their beneficiary designations on a variety of accounts. But a recent case before the U.S. Supreme Court shows that sometimes such ...

Everyone makes mistakes, including advisers. But there’s one blunder every planner should take extra precautions to avoid: being careless about ensuring that their clients’ IRA beneficiary forms are ...