IF YOU HAVE an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...

In the area of employee benefits, we have learned that nothing is simple. Even beneficiary designation forms can create significant issues. Employee benefit administrators, 401(k) vendors, ...

Comprehensive, high quality estate planning involves much more than preparation of wills, trust instruments and durable powers of attorney. Many assets owned by our clients, including life insurance ...

You've kept your will updated regularly to make sure your assets are distributed according to your wishes upon death. Have you done the same thing with your beneficiary designations? If not, your ...

Beneficiary forms trump last wills and testaments in court, so those with assets to pass on to heirs should regularly update them. Errors on the part of plan administrators can creep in when, for ...

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to people ...