When was the last time your reviewed the beneficiary designation form from your retirement plan, IRA, life insurance policies or annuities? If your answer is typical, you don’t remember. A recent U.S. Supreme Court decision should motivate some people to move this overlooked step higher on their priority list. This particular ruling involved a 401(k)

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Tax attorneys work daily to create income tax schemes that wind up being incomprehensible to most people. Along with this, accountants devise incomprehensible rules and regulations regarding the gift and estate tax. Luckily, the inconsistencies between income tax rules (one part of the Internal Revenue Code) and the gift and estate tax rules (a different

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