Updating beneficiaries as you prepare your annual tax return is a natural way to get two important jobs done at the same time ...

Naming a bank account beneficiary ensures your money goes straight to your loved ones without getting tied up in costly, time-consuming probate. Most banks let you do this through a “Payable on Death” ...

If you’ve ever opened an IRA, CD or brokerage account — or bought an annuity, life insurance policy or shares of a mutual fund — you’ve been asked to name a beneficiary, or a person who will inherit ...

Dear Liz: In response to a reader who asked about creating a will, you suggested options for low-cost online resources. That is great! But, I would encourage you to remind readers to designate ...