Your Will Doesn't Control Who Gets Most of Your Money. This Does

Most Americans believe their will distributes their estate, but that's not the case when it comes to retirement accounts, life insurance, and more.
JD Supra

Change of Beneficiary Forms Submitted and Processed in Good Order Do Not Provide Grounds for Imposing Liability on the Issuing Company

The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...

What are beneficiary forms? What to know on retirement accounts and life insurance.

It's important to designate who will get what after you're gone, and for retirement accounts and life insurance, this is ...
CBS News

IRA Beneficiary Forms May Be More Important Than Your Will

When you think of estate planning, most people think about getting their wills and trusts in order. But for many investors, their IRA or 401(k) beneficiary designation form will control the ...
JD Supra

What Do a Newly Married Employee, a Long-term Employee, and a Change of 401(K) Recordkeepers Have in Common? Beneficiary Designation Forms.

A participant in a 401(k), 403(b), or other account-style retirement plan may name a beneficiary to receive his or her account balance after the participant’s death. A recent case, Moore v. NCR Corp.
Forbes

3 Rulings Show The Importance Of Checking IRA Beneficiary Forms

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...