When someone dies, even seemingly simple assets like bank accounts can become complicated fast. Whether those funds can get transferred to loved ones or go to probate often comes down to a few small ...

Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.

It’s easy to assume your will has the final say over who inherits your money, but that’s not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...

A spousal beneficiary rollover is a transfer of assets to a surviving spouse from a deceased spouse's retirement accounts. It ...

Your friendly neighborhood branch banker suggests that you change all your accounts to either joint with your kids or to name your kids as beneficiaries on all your accounts (a “pay on death” ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

This is Kyle Woodley, the editor of Retire With Riley, and if you actually made the choice to read this article, let me just say: I respect you. Because, let's be honest, most of us don't actively ...

Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...