If something happens to your primary beneficiary, you'll need to make sure there's a back-up plan. What is a contingent beneficiary and who can be named one?

Understand the roles trust beneficiaries play in asset management. and explore how trusts can be used to optimize estate planning and minimize tax liabilities.

You need more than a primary beneficiary on your financial accounts... just in case. Contingency beneficiaries can be your Plan B and even Plan C. What is a contingent beneficiary? If that question ...

A secondary beneficiary, also called a contingent beneficiary, is a person or entity entitled to get a distribution of assets from an estate or trust after the estate owner's death if the primary ...

Editor’s Note: Under regulations finalized in 2024, an account owner is treated as having no eligible designated beneficiary if the owner has multiple designated beneficiaries and one of those ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on. It’s a good ...

Following our series on how to serve and protect yourself as a trustee for your family, it only makes sense to talk about the other side of the equation ─ being a beneficiary. Unlike trustees, who ...