Passing your assets to the next generation can be simple or it can be complicated, but even the simplest estate plan involves ...

If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries ...

Designations are made by assigning a percentage of assets to the beneficiary or successor using a form that is entirely separate from your will or living trust. Designations come in several forms ...

To help you fill out the form, you may review guide G00059 Examples of Beneficiary Designations. Consult legal assistance if the guide does not apply to your situation. For legal assistance concerning ...

"And so, for example, a 401(k ... unless you actually named the trust as a beneficiary of that 401(k)." Anspach advises to ...

“For example, if the primary beneficiary is ... and given access to the necessary documents, such as the beneficiary designation form and the plan's terms and conditions.

It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...

401(k) beneficiary designation supersedes will instructions; maintain accurate listings. Federal law defaults your spouse as 401(k) beneficiary; written consent needed for changes. Annual review ...