A contingent beneficiary is a secondary beneficiary ... and other specifics on a form when you open your account. If your accounts have already been opened, simply request the appropriate form ...

**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 ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

Law, 2007, when a trustee resigns or is removed it may require that it be provided with reasonable security for liabilities before surrendering trust property. What is considered 'reasonable security' ...

The stage is set. Eden Park - where New Zealand won their first-ever game of test cricket, two Rugby World Cup finals and, ...

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner ...