Recent content by mealohaoe

  1. M

    Father named IRA beneficiary but stepmother wants sons to disclaim their portion.

    My husband's father named him and his brother as beneficiaries on a bank held IRA CD. His wife is now asking to boys to sign a disclaimer to their protion of the proceeds and has retained a lawyer to do so. What options do the boys have? She lives in Indiana, not a community property state...
Back
Top