An inherited non-qualified stretch annuity pays out over many years instead of all at once. Only the earnings in each payment ...

Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace ...

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

If the goal is to help children bypass probate, a living trust is only part of the strategy, not a catchall bucket for every ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Although blended families are common, they often encounter unique complexities after the death of a loved one. Assets may be left outright to ...

You might not have thought much about bene-ficiary designations - but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

A spouse beneficiary is the person who will inherit a 401(k) account if the account holder passes away. The rules for spouse beneficiaries determine how the account assets are distributed, which can ...

When you open a 401(k), you can name a beneficiary to inherit your account when you pass away. Inheriting a 401(k) comes with a range of beneficiary rules that depend on the beneficiary's relationship ...

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

Before you finalize beneficiary designations, here are seven important factors every Idaho resident should consider.