Regularly checking who you've named as beneficiaries will help make life easier on your loved ones when you're gone.

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies. The significant exception to this rule is trusts. You can ...

One of the most important aspects of estate planning is choosing who you’d like to be your beneficiaries. A beneficiary is someone who is named to receive a financial gift from an estate or a specific ...

Naming a beneficiary is an essential step in estate planning that allows individuals to determine how their assets will be distributed in the event of their death. By understanding the different types ...

One of the most stressful, confusing, and worrisome times of your life is when you lose a loved one. Beyond the grieving process you've also gained the responsibility of becoming a beneficiary. This ...

A grantee beneficiary is typically named in legal documents like a trust or a transfer-on-death deed. This designation allows the original asset owner (the grantor) to specify who will receive the ...

Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. A trust is an arrangement whereby one ...

Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and eventually inherit what is left. The most common shortcut is to either add her as ...

You might want to keep this column attached to your TSP-3 beneficiary designation form. My associate Joe Sullender, senior vice president for investments at Wells Fargo Advisors, recently became aware ...