Oklahoma law regulates wages owed to deceased employees in terms of the amount employers can pay before the employee's estate is administered, who the wages may be paid to, the amount they can recieve ...

Beneficiary designations are a key part of estate planning, often overriding what’s written in a will. Cary Estate Planning explains why these designations matter, how to keep them up to date, and ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Many people set up retirement accounts early in their careers and then forget about them as life moves forward. Over time, marriages, divorces, job changes, and family additions all create reasons to ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

Getting your estate plan right isn’t just about paperwork—it’s about making sure your assets land in the hands of the right people. Estate forecast errors can easily derail your intentions, leaving ...

Wondering whether retirement accounts go through probate? In most cases, they don’t — thanks to beneficiary designations.. Retirement accounts like IRAs, 401(k)s and annuities typically bypass probate ...

We’ve all done it. At some point, we’ve gotten an insurance policy or opened an account that asks for a beneficiary. We’ve filled in the name of a trusted loved one and thought that was enough. And ...

Dear Liz: I was perplexed by your column in which you pooh-poohed pay-on-death and transfer-on-death accounts in favor of trusts. But you gave no specific explanation. Rather, you said trusts ...

When was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, ...