Want to make things easier for your loved ones? Find out how naming a bank account beneficiary can simplify the access to your funds after you’re gone.

Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

If the original owner of the bank account dies without a beneficiary, their money becomes part of their estate and goes ...

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 ...

In 1987, Jeffrey Rolison filed a handwritten form naming his partner Margaret the sole beneficiary of his work retirement account. They broke up. He passed away. And today, almost 37 years later, ...

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 ...

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 ...

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