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A retirement account can represent decades of saving, yet one outdated form can determine where all that money goes after the owner dies. Many people...
Divorce may divide the house, bank accounts, retirement savings, and debts, but there’s one piece of paperwork that’s surprisingly easy to forget: the beneficiary form...
Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
TOD and POD designations may be better planning solutions
Beneficiary engagement and self-determination theory
Today, products are designed not just to pay out, but to protect
Most estate planning attorneys will spend their careers reading about slayer statutes rather than applying them, which is probably how everyone would prefer it. These statutes exis...
SEBI's May 2026 circular makes nomination mandatory for new single-holder demat accounts. No nominee means months of legal delays for your family. Here's what to do now.
Free September 2 webinar and educational resource package will explain how some beneficiaries who do not receive SSI or SSDI may still qualify as Eligible Designated Beneficiaries...
Knowing how to navigate the benefits can help ease the pressure of an unfortunate situation.
Make sure what you authorize is actually what you intend.
SEBI and AMFI have fixed the three most common reasons inheritance claims get stuck. Here is the full process for nominees, joint holders and legal heirs to claim units.
A nominee doesn't automatically inherit your assets. Learn how Wills, Trusts, and nominations work together to determine wealth transfer and legal ownership in India.
ICICI Pru Signature Pension now comes with a special feature that allows you to extend plan benefits to family members
When a mutual fund investor dies, nominees and heirs face specific rules for claiming units. Here’s how transmission works, what documents are needed and the tax rules.
Survivors benefits can be a valuable source of financial support following the death of a spouse.
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