Understanding Trust Beneficiaries: Their Role and Estate Planning Benefits

Learn how trust beneficiaries gain asset rights, their roles, and how trusts optimize estate planning and minimize gift and ...

The Basics of Estate Planning

The basic components of an estate plan include wills, trusts, powers of attorney (POAs) and living wills. Here's a breakdown ...

My father died leaving an old will predating his fourth wife. Who inherits his estate?

A will from 2019 mentions that he’s a single man and leaves his residual estate to six children.”(Photo subjects are models.) ...
MarketWatch

Choosing Life Insurance Beneficiaries

The primary beneficiary should be someone you trust to respect your wishes and handle the associated financial obligations. It is important to communicate your wishes with the people you are ...

Chicago woman, 31, agonizing over writing a will — here’s the advice Dave Ramsey gives her on preventing family drama

Choosing an estate beneficiary can be tricky, especially with family tensions. Here’s how to decide fairly and keep disputes to a minimum.
MarketWatch

Will my spouse automatically inherit my 401(k)?

It’s my understanding that under the Employee Retirement Income Security Act, if a 401(k) participant is married, their spouse is their automatic primary beneficiary. What happens if the participant ...