I do not think trust can overwrite the beneficiary in a 401k

來源: RiverSouth 於 2024-10-29 23:10:37 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (477 bytes)
回答: 有！ 由 蓬萊閣21 於 2024-10-29 21:18:11

Account.  I know one person's parents passed away.  Although the parents specifically stated in their trust all 3 siblings get equal share of all assets ( all 3 are beneficiaries of the trust), his brother and sister secretly changed the beneficiaries in parents' 401k and IRA to themselves excluding him when the parents were unable to handle stuff.  The person had to give up as it would be difficult to challenge and it was not worth it.

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