Naming someone who will inherit your brokerage account after you pass away can be a smart estate-planning move. Here's how to do it.Image source: Getty Images. Stock investors know that a brokerage ...

Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

Time to catch up on some of the questions that readers have sent in. Q: I've read that you can add a payable on death beneficiary to a car title. I've gone to the BMV website but I can't find a form.

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

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 ...

Like it or not, you'll be dead someday. And according to the Centers for Disease Control and Prevention, it will likely be unexpected. Without a plan for where your money and belongings will go, it ...

Naming beneficiaries on your bank and investment accounts does not, by itself, protect those assets from Medicaid rules, according to elder law attorney Harry Margolis, author of "Get Your Ducks in a ...

Tell me if this sounds familiar: You start a new job and you're filling your benefits package, when you get to the life insurance page and realize you need to select a beneficiary. Do you put a family ...

On Dec. 29, 2023, the IRS Chief Counsel’s Office released Memorandum 202352018 stating its position that the modification of a trust to add a tax reimbursement clause could constitute a taxable gift.

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

Losing a loved one isn’t just an emotional burden — it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through. You can ...