A federal district court in California has ruled that a short form power of attorney did not authorize the person granted the power of attorney to change the beneficiary on the grantor’s life ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. A beneficiary check up is an important part of your regular financial ...

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 ...

Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many cases, to protect your spouse's financial interests, you need ...

With death knocking at your door, you realize some family members are more important to you than others, and decide to change your life insurance policy accordingly. What could go wrong? Just ask the ...

A federal district court in California has ruled that a short form power of attorney did not authorize the person granted the power of attorney to change the beneficiary on the grantor's life ...