I have named my daughter as the recipient and beneficiary on all my accounts, including my pension insurance policy and any Social Security benefits. I completely trust her, as she is an intelligent ...

A Living Trust Protects You While You’re Alive One of the most misunderstood advantages of a revocable living trust is that it works while you are still living. If you become sick, disabled, or unable ...

Executors across the United States regularly discover that managing a parent’s estate creates emotional crosscurrents that ...

When someone dies without a will and leaves behind debt, the decision to administer the estate can carry real financial risk.

I reflected on this legacy as I wrote my book’s acknowledgments: ...

David Boren is the vice president of Chisholm Trail Financial Group providing financial services in Central Texas, and has 40 years of experience as a certified financial planner.

Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a ...

Beneficiary designations aren't always the wrong choice, but they’re certainly not a one-size-fits-all option.

The article, The Difference Between a Will and a Trust in North Carolina, features insights from Hunter Plemmons, Estate ...

BRUNSWICK, Ohio – I couldn’t resist. As we enter 2026, and America’s 250 th, it was just too tempting to put aside a special ...

“If you die without a will, any assets leftover after your debts are paid off will go to your living relatives. If you have ...

If a loved one passes without a will or any funeral plans in place, the stress — and the expenses — can end up on your ...