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Personal Finance and Investing

progree

(11,542 posts)

1. And people should realize that the beneficiary form overrides their will

Reply to A HERETIC I AM (Original post)

Tue Apr 14, 2015, 09:23 PM

Apr 2015

So if someone has a wonderful super-professionally produced and ultra-up-to-date will, and their beneficiary form is out of date, well tough-shitsky, the assets for that account go to the beneficiary on the beneficiary form for that account.

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This is as good a time of year as any to update your beneficiaries! [View all] A HERETIC I AM Apr 2015 OP

And people should realize that the beneficiary form overrides their will progree Apr 2015 #1

Exactly correct. A HERETIC I AM Apr 2015 #2

I keep on hoping my ex has never updated his beneficiaries, SheilaT Apr 2015 #3