Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

Glenmede's Bethany Bryant on why and when to review beneficiary designations, and how those should align with an estate plan.

When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them.

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

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 ...

The 2009 Colorado legislature, in addition to its other mischief, adopted the Colorado Designated Beneficiary Act. This new statute allows two unmarried people to enter into a written agreement that ...