Glenmede's Bethany Bryant on why and when to review beneficiary designations, and how those should align with an estate plan.

Life insurance plays a crucial role in many estate plans, providing financial security for loved ones and liquidity for ...

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 ...

Weston: They can be a solution for people with limited funds who can’t afford to pay an estate planning attorney, or when they’re part of a coordinated estate plan. But if you have more money/property ...

As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing ...

What do most people misunderstand about estate planning? According to HelloNation, Amy Whinery Osborne of The Law Offices of ...

When it comes to financial planning, many people assume that certain strategies or tools are only for the wealthy. However, one crucial element that everyone, regardless of income level, should review ...

Your will may not control all your assets. Find out how your ex can inherit from you if you own any that don’t pass through ...

Something a lot of people overlook when they update their estate plans are beneficiary designations on life insurance, retirement plans and annuities. Beneficiary designations are easy to overlook, ...

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