Steps to make sure your life insurance pays out efficiently to the people you want to support ...

Should you name your living trust as the beneficiary of your life insurance policy? Is it better to name specific individuals as direct beneficiaries? This decision can have significant implications ...

A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

During my years working in financial and retirement planning, one thing became very clear: many people don’t understand the stamp duty and costs their estate will face when they die. I often had to ...