*1 This matter is before the Court on (1) the Combined Motion for Partial Summary Judgment [Docket No. 29] filed by defendant John C. Smiley (the “trustee”), (2) the Motion for Summary Judgment ...

Retirement accounts often represent a substantial portion of a client's estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate ...

Beneficiary designations are among the most important legacy decisions you will make. A variety of financial accounts, including retirement plans and life insurance policies, allow you to designate ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...