Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.

As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing ...

Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

Richard has an adult son from his first marriage and two pre-teen daughters from his second. The other day, while checking his 401(k) balance, Richard was struck by this thought: “Who would get this ...

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 ...

Larry Leo Fritz II initially named his two children as beneficiaries of his benefits plan maintained under a Kraft Heinz savings account. He later changed that designation to his mother Rita Fritz, ...

Divorced residents in Visalia often encounter document issues because local courts, insurance providers, and county offices ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

Your clients’ beneficiary designations are probably wrong. Not because they made bad decisions, but because they made them once and never looked again. Life changed. Their estate plan changed. The Tax ...

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...