Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...
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Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms
Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...
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Bank Account Beneficiary: What It Means and How It Works
Want to make things easier for your loved ones? Find out how naming a bank account beneficiary can simplify the access to your funds after you’re gone.
What do most people misunderstand about estate planning? According to HelloNation, Amy Whinery Osborne of The Law Offices of Amy Whinery Osborne, P.C. in Cary, North Carolina, explains that the ...
The India–UK Comprehensive Economic and Trade Agreement is more than just a trade pact; it is a game-changer for Indian ...
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What happens to someone’s money without a beneficiary?
If the original owner of the bank account dies without a beneficiary, their money becomes part of their estate and goes through the probate process.
Most Americans don’t have a basic estate plan in place. In 2025, just 24% of U.S. adults reported having a will. This is one ...
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GST rejig from bond market's lens
The market outlook going ahead is contingent on the interplay of the fiscal and monetary policy and growth impulse produced ...
During my years working in financial and retirement planning, one thing became very clear: many people don’t understand the ...
A 3-year review of metrics related to primary care delivery for Medicare-eligible patients suggests that payment models that ...
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Trustworthy: can a beneficiary disrupt a trust?
A recent real-life case demonstrated the importance of estate planners and trustees staying alert. Essentially, the founder’s (the estate planner) daughter reached maturity, and her new attorney ...
Medicare Advantage (MA) beneficiaries experienced disproportionately longer hospital stays compared to traditional Medicare beneficiaries, according to an investigation published in the Journal of the ...
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