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A retirement account can represent decades of saving, yet one outdated form can determine where all that money goes after the owner dies.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...
Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
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...
TOD and POD designations may be better planning solutions
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.
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.
Today, products are designed not just to pay out, but to protect
Beneficiary engagement and self-determination theory
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.
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...
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.
Knowing how to navigate the benefits can help ease the pressure of an unfortunate situation.
It’s not just financial, it’s emotional.
Advisors may be depriving their clients of the ability to take advantage of tax benefits.
“I’m curious what would happen if the account owner were to die suddenly at the same time as the 98% beneficiary.”
Survivors benefits can be a valuable source of financial support following the death of a spouse.
The Wisconsin Court of Appeals affirmed summary judgment in favor of Mark Kramer and Leah Alters, holding that a 2016 amendment to the David and Donna Kramer Revocable Trust was va...
Are you the account owner or beneficiary of a 529 plan? If so, you'll want to know more about what happens if the account owner dies. Learn more. The post What Happens To A 529 Pl...
Most people know what happens to a bank account after its owner dies, or at least know that wills, beneficiaries, and estate rules come into...
New demat accounts must nominate or opt out by Sept 1, 2026. Existing accounts face nudges, not freezes. Here's what SEBI's latest circular means for your investments.
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