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beneficiary
What Happens to a Bank Account When Someone Dies?
When a loved one dies, there's a lot to do. You must notify everyone and plan a funeral. It can be an emotional time. But when the funeral dust settles, ...
August 6, 2024
BY
Anne Johnson
How to Reduce or Avoid an Inheritance Tax
When you receive an inheritance from a loved one or relative, there is a possibility that you may ...
July 11, 2024
BY
Mike Valles
A Guide for Retirement Plan Beneficiaries
Many people set up their wills and designate their heirs. But what about any retirement accounts? These are ...
February 9, 2024
BY
Anne Johnson
Can a Spendthrift Trust Help Control the Distribution of Your Assets?
Passing an inheritance to your children often raises the question of how the beneficiaries would use it after ...
July 22, 2023
BY
Mike Valles
The Savings Game: Who Has to Report RMDs This Year?
By Elliot Raphaelson From Tribune Content Agency The IRS has issued additional guidelines regarding the reporting of Required ...
November 20, 2022
BY
Tribune News Service
Nine Items You Don’t Want in a Final Will
Most people either have or are considering writing a last will. It’s a legal way to spell out ...
September 3, 2022
BY
Anne Johnson
Designate a Beneficiary on Your Bank Account
Name a beneficiary on your bank account to avoid lengthy probate proceedings.
May 16, 2013
BY
Arleen Richards
The Designated Beneficiary Can Be Your Estate
Ensure your final debts can be paid by naming your estate as beneficiary of an insurance policy.
May 14, 2013
BY
Arleen Richards
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and
Nathan Worcester
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