If you’ve ever opened an IRA, CD or brokerage account — or bought an annuity, life insurance policy or shares of a mutual fund — you’ve been asked to name a beneficiary, or a person who will inherit ...

Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Approximately seven million adults in the UK (13%) hold crypto but ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The FDIC has issued final regulations that, as of April 1, 2024, will change ...

Losing a loved one is never easy. Along with the emotional weight, there are often financial questions that need quick answers. One of the most common sources of confusion is what happens to a ...