Stepchildren might not have the same legal standing as biological children if beneficiary forms don't make that clear. In a recent case, the 5th U.S. Circuit Court of Appeals ruled that a plan ...

You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The ...

David F. Powell, professor, Florida State University School of Law, and Tye J. Klooster attorney, Katten Muchin Rosenman LLP, Chicago These are the sample trust form provisions referenced in the ...

Home Retirement Estate Planning Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms Standard retirement account beneficiary forms may not be flexible enough ...

Understanding the purpose of each form is critical when navigating the immigration process in the United States. Form I-130A, "Supplemental Information for Spouse Beneficiary," is an important form in ...

Retirement accounts often represent a substantial portion of a client's estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate ...