A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Beneficiary designations are among the most important legacy decisions you will make. A variety of financial accounts, including retirement plans and life insurance policies, allow you to designate ...

A recent federal court case, Proctor & Gamble U.S. Business Services Company v. Estate of Rolison, No. 3:17-CV-00762 (M.D. Pa. April 29, 2024) (“Rolison”), serves as an important reminder of the need ...

One of the biggest myths and misconceptions of estate planning is that a will controls the disposition of all one’s assets at death. This is not the case. Failing to distinguish the difference between ...