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Seems to be a lot of new post's talking about inheritance!
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<p>[QUOTE="rzage, post: 669238, member: 14070"]Richie , make sure all assets are listed in both names or have the spouse listed as benificiary , my wife had some IRAs with me listed as benificiary , but there was one retirement account that didn't have a place for a benifeciary only owner and cowner , on that one only her name was listed , she should of put me as a co-owner but didn't think it was necessary , I might have to go through probate for that one account , Best is the family trust . Also have a list of accounts and how much is in them and where they are , and have someone ( your wife , or whoever you want named on the account also then they can just go get the money in case of death , It's probably best to see a lawyer about this even though I've heard of people writing their own Trusts.</p><p>Best advice dot the i's and cross the tees , make sure all forms are complete .</p><p>rzage[/QUOTE]</p><p><br /></p>
[QUOTE="rzage, post: 669238, member: 14070"]Richie , make sure all assets are listed in both names or have the spouse listed as benificiary , my wife had some IRAs with me listed as benificiary , but there was one retirement account that didn't have a place for a benifeciary only owner and cowner , on that one only her name was listed , she should of put me as a co-owner but didn't think it was necessary , I might have to go through probate for that one account , Best is the family trust . Also have a list of accounts and how much is in them and where they are , and have someone ( your wife , or whoever you want named on the account also then they can just go get the money in case of death , It's probably best to see a lawyer about this even though I've heard of people writing their own Trusts. Best advice dot the i's and cross the tees , make sure all forms are complete . rzage[/QUOTE]
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Seems to be a lot of new post's talking about inheritance!
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