DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own ...

One of the most tangible ways to create a lasting, meaningful impact on your community is through a charitable bequest. While ...

**Surviving Spouse as Default Beneficiary**: If you are married and do not name a beneficiary, your spouse automatically becomes the beneficiary of the HSA by default. In this case, the HSA continues ...

skynesher / Getty Images A gift in trust is an indirect way to give assets to a beneficiary. A gift in trust is a special legal and fiduciary arrangement that allows for an indirect bequest of ...

For some reason, their other sibling was not listed as a beneficiary on that 401(k), so they’re entitled to nothing. The poster is wondering if they should share the money with their sibling ...

You can head to your bank or other financial institution, fill out the form, and name your assets and beneficiaries. You maintain full control of the assets specified in the TOD form during your ...

The inherited IRA 10-year rule refers to how assets in an IRA are handled when an IRA owner dies and the account is passed on to the named beneficiary. For some beneficiaries, including non ...

A 1099 form is a record that an entity or person (not your employer) gave or paid you money. One copy goes to you and another copy goes to the IRS. Many, or all, of the products featured on this ...

he made some changes on his beneficiary form, naming his three adult kids as the new beneficiaries. In 2008 Mr. Kidder decided to get remarried to a woman named Beth Bennett. Just six weeks later ...

such as the beneficiary designation form and the plan's terms and conditions. “When the primary 401(k) holder passes away, the beneficiary should contact the plan administrator to begin ...