“If someone is named as a beneficiary of a bank account — for example, as a payable-on-death beneficiary — the bank is typically not required to proactively contact that person about the ...

"If someone is named as a beneficiary of a bank account - for example, as a payable-on-death beneficiary - the bank is typically not required to proactively contact that person about the ...

One minute, everything seems fine, and the next, you’re knee-deep in paperwork, realizing that the beneficiary on an individual’s life insurance policy is still their ex from 15 years ago.

I knew that making an estate planned gift would be easy to do from my IRA. All I had to do was ask my IRA administrator for a form and name KQED as a beneficiary. I would like to feel that I am ...

Filling Out the Request for Benefits On the claim form, the beneficiary must provide information such as the policy number as well as the insured's cause of death and Social Security number.

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 ...

Life insurance inheritance refers to a beneficiary’s receipt of death benefits following the insured person’s passing. The payment can be used to cover funeral costs, pay off debts ...

Jeff and Bruce talk to Knut Rostad, president of the Institute for the Fiduciary Standard, about the SEC's revisions to Form CRS and the complications that it's added to defining the term 'fiduciary.' ...

Beneficiary: Banks may allow their account holders to designate a payable-on-death (POD) beneficiary ... this up by filling out and submitting a form provided by the bank. Similarly, investment ...

For this reason, an inherited IRA may also be called a beneficiary IRA. Anyone can inherit an IRA, but the rules on how you must treat it differ depending on whether you’re the spouse of the ...