I have substantial IRA’s, annuities and life insurance which have beneficiary designations and want to make sure they are distributed the way my will provides. Do I need to do something extra?

If you have an advisor running your financial affairs, then he or she can adjust the beneficiary designations on your accounts, according to your wishes. If you manage the account (say ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on.

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

Many other financial products have beneficiary designations, as well, such as: A primary beneficiary is your first choice to receive an asset. You may also be asked to name a contingent ...

The Department of Homeland Security (DHS) extended Temporary Protected Status (TPS) for nationals of El Salvador until Sept. 9, 2026, allowing the program’s beneficiaries to start re-registering ...

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