Jump AI data shows 44% of meetings now cover wealth transfer. Learn five critical areas where beneficiary designations fail ...

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 ...

In the complex world of estate planning, one critical element often flies under the radar: beneficiary designations. These seemingly simple lines on financial documents can make or break your intended ...

Forbes contributors publish independent expert analyses and insights. Christine Fletcher writes about managing trusts and estates. This article is more than 6 years old. Beneficiary designations are a ...