A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

It's easy to assume your will has the final say over who inherits your money, but that's not always true. Just one bank account beneficiary form can quietly override written estate plans and redirect ...