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 ...

Some financial assets, like bank accounts and retirement portfolios, are designed to pass from one person to another. This designated recipient is known as a “beneficiary,” meaning that you have named ...

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance policies and open investment accounts, such as your ...

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 ...

My younger sister and I have been appointed as co-administrators of our older sister's estate. I have the legal documents and certificate of death in my possession and have taken them to the brokerage ...