Apr 6, 2021
2:11:52pm
2:11:52pm
Yes, the parent should name his/her kids as beneficiaries on accounts . . .
and not have his/her spouse as a co-owner or beneficiary. Community property rules could still get in the way, but that can be avoided with a simple partition agreement.
Not a plug for attorneys, but paying an estate planning attorney a couple thousand dollars to think all of this through and set up accounts and legal documents the right way can be well worth it in the long run.
Not a plug for attorneys, but paying an estate planning attorney a couple thousand dollars to think all of this through and set up accounts and legal documents the right way can be well worth it in the long run.
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- El Paso Coug
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- Dec 29, 2002
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- May 4, 2024
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4/6/21 1:25pm
Probably more to the story your friend doesn't understand. Pretty common for surviving spouse to get stuff.
4/6/21 1:30pm
4/6/21 1:52pm
4/6/21 1:52pm