Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts.
Remember that a will goes through probate, so a husband and wife typically try to avoid it by using joint ownership or beneficiary designations. However, they’re often mistaken by believing the will still controls their estate.
My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?