Dear Quentin, I have a very modest sum in my CD, checking, and savings accounts (approximately $150,000). I have set up a ...

Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and ...

Beneficiary designations aren't always the wrong choice, but they’re certainly not a one-size-fits-all option.

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

Naming someone who will inherit your brokerage account after you pass away can be a smart estate-planning move. Here's how to do it.Image source: Getty Images. Stock investors know that a brokerage ...

Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Primary beneficiaries inherit first; they are often spouses but can be anyone you choose. Contingent beneficiaries receive assets if primary beneficiaries have died or can't be located. Consider ages ...

Time to catch up on some of the questions that readers have sent in. Q: I've read that you can add a payable on death beneficiary to a car title. I've gone to the BMV website but I can't find a form.

Determine a beneficiary for your business prior to your death to ensure that your business continues to operate, even after you are gone. If there are multiple members in an LLC, make sure each member ...

The Secure Act has brought with it some new rules for those lucky enough to receive an inheritance in the form of a beneficiary IRA. These rules will change how long you have to move money out of your ...

If an IRA is inherited through an estate, the distribution rules for the estate apply, even if the IRA is later transferred to a person. Distribution rules depend on whether the IRA owner died before ...