What Do I Do with My Investments if I Get a Divorce?
Money problems in a marriage can be a big part of a couple's decision to divorce. In fact, a recent study found that 13% of...
Category: Beneficiary Designations
Discover how proper beneficiary designations ensure your assets go where you intend without disputes.
What Will New Acts of Congress Mean for Stretch IRAs?
The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA is an...
How Can Beneficiary Designations Wreck My Estate Plan?
It's not uncommon for the intent of an individual's will and trust to be overridden by beneficiary designations that weren't...
Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?
When a person dies without a will, who inherits and receives a distribution of his or her estate assets is governed by the...
Understanding Beneficiary Designations and Your IRAs
If you're like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary....
Your Spouse Just Died … Now What? Tips for the Surviving Spouse
In many relationships, it's common for one spouse to play money manager and the other to take a more passive role. This,...
What Can I Do with Unspent Money in a 529 Plan?
Los Altos Online's recent article, "How to use up leftover money in a 529 college savings plan," says there several ways to...
What are Some Estate Planning Tips for People Without Kids?
If you and your spouse don't have children, you still need to think about estate planning, as the focus of your financial...
What is a Failed Testamentary Transfer and How Do I Prevent it From Happening?
What then happens when gifts made in a testamentary instrument, such as a will or a trust, lapse (fail) because the...
Who Pays What Taxes on an Inherited IRA?
I'm the executor of my mother's estate. She has an IRA where the beneficiary is her estate. When I withdraw this IRA into...