While in the process of divorcing, your attorney will remind you that you cannot change beneficiary designations on your accounts until the divorce is finalized. It is not uncommon to want to put the ...

The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...

With death knocking at your door, you realize some family members are more important to you than others, and decide to change your life insurance policy accordingly. What could go wrong? Just ask the ...

Benefit administrators, 401(k) vendors, recordkeepers and benefits professionals regularly recommend that participants in qualified retirement plans periodically review and update their beneficiary ...

In the area of employee benefits, we have learned that nothing is simple. Even beneficiary designation forms can create significant issues. Employee benefit administrators, 401(k) vendors, ...

It's yet another form in that seemingly endless pile of paperwork needed to complete the application. It's usually only one page and while most clients don't seem to think about it too much, others ...

A federal district court in California has ruled that a short form power of attorney did not authorize the person granted the power of attorney to change the beneficiary on the grantor’s life ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...