An essential component of estate and succession planning is ensuring that your beneficiary nominations are accurate and reflect your wishes. A well-considered nomination not only avoids confusion but ...

Beneficiary designations are an essential component of every estate plan; however, these designations are often overlooked. As a bit of background, there is a distinction between probate assets and ...

There are several methods of transferring property at death. A transfer of probate property by a valid will or a deed of transfer will generally involve the assistance and advice of an attorney. While ...

Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure your beneficiary designations ...

Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

The term "gray divorce" is commonly used to describe later-life separations, but "golden divorce" might be a more fitting term, suggesting optimism and new beginnings. This concept reminds me of the ...

Settling an estate can be a complicated and sometimes time-consuming process. It’s the job of the executor to inventory assets, determine what expenses need to be paid and distribute the remainder of ...