A federal district court has ruled for a second time on litigation arising from a dispute over verbal and written beneficiary designations. A thorny Employee Retirement Income Security Act (ERISA) ...
Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...
The death of a loved one brings stress, despair and grief. It also often precipitates disagreements regarding the intended beneficiary of an annuity, life insurance policy or other account of the ...
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 ...
Everyone makes mistakes, including advisers. But there’s one blunder every planner should take extra precautions to avoid: being careless about ensuring that their clients’ IRA beneficiary forms are ...
Could listing designated beneficiaries on a participant statement spark a fiduciary breach lawsuit? In today’s world, the answer is always yes — and in LeBoeuf v. Entergy, it did. This case involved ...
The RMD (required minimum distribution) rules for IRA and plan beneficiaries have gone through so many recent changes that it’s not surprising that advisors have lots of questions on which RMD rules ...
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 ...
The calculation of required minimum distributions for beneficiaries has always been uniquely complicated because of confusing tax rules that differ depending on the type of beneficiary, when they ...
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