Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

Questions answered by Marc Hebert, president of The Harbor Group Inc., a registered investment adviser. Ask A Question Do you know where the beneficiary forms are to your individual retirement ...

Add Yahoo as a preferred source to see more of our stories on Google. You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will ...

You need more than a primary beneficiary on your financial accounts... just in case. Contingency beneficiaries can be your Plan B and even Plan C. What is a contingent beneficiary? If that question ...

A contingent beneficiary can help ensure that your assets, trusts and insurance payouts go to the parties you want them to go to. What is a contingent beneficiary? Whether setting up a financial ...

Being second in line comes with some rights -- and responsibilities. Estate planning is an important part of ensuring that your assets go where you want them to go in the event of your death, and many ...

Revocable trusts are a ubiquitous part of modern US estate planning because they avoid the delay, cost and publicity inherent in probate administration and, in the international context, because of ...

When was the last time you checked your beneficiary designations? Imagine spending years building your savings and crafting an estate plan, only to have your assets pass to the wrong person. Often, ...

Beneficiary designations are among the most important legacy decisions you will make. A variety of financial accounts, including retirement plans and life insurance policies, allow you to designate ...

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...