The end of the year is a time when families often gather together. Although these gatherings may keep you busy, this could be a good time to think about the future and make sure that you have ...

*Don’t name your estate as heir. A retirement account’s heir typically must be a person (or a trust benefiting a person) for ...

Horizon Kinetics explores Altius Minerals’ royalty model amid rising potash demand, inflation trends, and commodity scarcity.

Getting married is a major life milestone that brings new opportunities—and new responsibilities—for your finances. If you’re newly married or planning to tie the knot, it’s important to understand ...

The British Columbia Court of Appeal has remitted a matter to the Supreme Court of British Columbia and directed it to determine whether an irrevocable designation under a life insurance policy ...

When it comes to estate planning, a will or a trust often receives the most attention. However, the simple act of naming a beneficiary to inherit assets in your 401(k), IRA, or savings account, or the ...

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 ...

You can play a personal role in advancing liberty, fairness, and equality by providing now for a future gift through your retirement account. For many people, this is the easiest and most effective ...

Getting your estate plan right isn’t just about paperwork—it’s about making sure your assets land in the hands of the right people. Estate forecast errors can easily derail your intentions, leaving ...

When a loved one passes away, leaving an IRA, most people expect a straightforward process for accessing those funds. But for some beneficiaries, claiming inherited IRA money turns into a legal maze.