Most parties know the importance of saving original wills. They are executed with great formality, notarized, and regarded as the final work in distribution of property. What many, if not most, people ...

The estate of a late Proctor & Gamble employee is embroiled in a legal battle over his retirement account nearly a decade after his death—with his ex-girlfriend from 35 years ago. Jeffrey Rolison ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...

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 ...

A recent federal court case, Proctor & Gamble U.S. Business Services Company v. Estate of Rolison, No. 3:17-CV-00762 (M.D. Pa. April 29, 2024) ("Rolison"), serves as an important reminder of the need ...

Naming beneficiaries on your bank and investment accounts does not, by itself, protect those assets from Medicaid rules, according to elder law attorney Harry Margolis, author of "Get Your Ducks in a ...

An irrevocable beneficiary has a guaranteed right to receive the death benefit from your life insurance policy, and their consent is required for any changes that affect their rights. Naming minor ...

While money is likely the last thing on your mind when your spouse is ill, having hard conversations about beneficiaries can save a lot of heartache.