Learn how trust beneficiaries gain asset rights, their roles, and how trusts optimize estate planning and minimize gift and ...

In In re Est., the court of appeals dealt with whether a contingent beneficiary can file claims against a trustee. No. 02-23-00104-CV, 2024 Tex. App. LEXIS 1878 (Tex. App.—Fort Worth March 14, 2024, ...

The basic components of an estate plan include wills, trusts, powers of attorney (POAs) and living wills. Here's a breakdown ...

Choosing an estate beneficiary can be tricky, especially with family tensions. Here’s how to decide fairly and keep disputes to a minimum.

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...

A beneficiary is a person or entity that you name to receive the proceeds of your financial assets when you die. A beneficiary can be a spouse, child, relative, friend, charity, trust or any other ...

Pension and inheritance laws are complicated, particularly if there isn’t a will or if a beneficiary can’t be tracked down — here are some considerations. We’re in the midst of a great wealth transfer ...

A “qualified disclaimer” is a tax-effective way to refuse a transfer of property that would otherwise occur on someone’s death. From time to time, retirement plan administrators may be contacted by a ...

Discover how credit life insurance pays off debts upon a borrower's death, why it's beneficial, and who should consider it. Understand its pros, cons, and alternatives.

In a recent monthly newsletter, IRA expert Ed Slott discussed the options surviving spouses have when they inherit an IRA. The options can be confusing. You need to choose carefully to maximize your ...