You will need patience and persistence, and a belief that your stepgrandmother kept her word and did indeed add you as a beneficiary.

Getting married changes your IRA and 401(k) rules, from Roth IRA contribution limits to beneficiary designations. Learn how ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

A five-step process for making the claim process go smoothly.

Discover how financial advisors protect wealth and guide families in building a lasting legacy.

A decade after same-sex marriage became legal nationwide, LGBTQ+ couples still face unique challenges—from lagging retirement savings to higher legal and family planning costs. Here's how to cope.

Concerns over the Lee Jae-myung government’s third real estate policy, the ‘October 15th Measures,’ are intensifying. The ...

Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected ...

Choosing an estate beneficiary can be tricky, especially with family tensions. Here’s how to decide fairly and keep disputes to a minimum.

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect your family’s finances.