If your life insurance beneficiary dies before you, the payout may go to a contingent beneficiary or your estate, depending on how you set up the policy. You can choose how death benefits are ...

Generally, we do not spend much time contemplating our mortality but planning for how our financial affairs will get settled and our remaining assets get handled when we are gone is a key part of any ...

(InvestigateTV) — Designating beneficiaries is a very important step for those who wish to begin estate planning, according to financial planning company Agili. Beneficiary designations are when a ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

One key question about financial planning often is overlooked by most clients: To whom will you transfer your acquired income and assets at the end of your life? I know, it’s not the most comfortable ...

My IRAs are all Roth IRAs. My wife doesn't have any IRAs. I am younger than my wife, but I'll probably pass on before her. We have two kids jointly. We want the Roth accounts and all other money to go ...