IRA’s and 401(k)’s are very valuable and go outside of Palm Beach probate. So, who inherits so-called beneficiary designation accounts? Like insurance policies andretirement accounts? If you are the beneficiary of a retirement account from a Palm Beach estate, or are involved in an estate administration over life insurance in Florida, you may wish to see some free commentary with a new Florida probate video.
Here’s the free Florida estate video: http://www.youtube.com/watch?v=f3ib-zLOByI&feature=youtu.be
- Does the named beneficiary really get the account?
- Who inherits the life insurance policy in the Palm Beach probate if there is no beneficiary named?
- What if the beneficiary of the qualified plan, the Florida retirement account, waschanged under weird circumstances?
- Who took my name off of the account?
- If you are a beneficiary of a Florida account living in Boca Raton or Palm Beach Gardens, you may want to understand the concepts of “will substitutes” or non probate assets.
- What happens in the Palm Beach probate if the estate does not have enough money to pay the Estate Tax or pay off the creditors?
- Are you aware of a recent Florida guardianship case from the Delray Beach courthouse which went to the 4th District Court of Appeal in West Palm Beach? This recent Palm Beach guardianship case dealt with joint accounts and how they can be used AFTER DEATH to pay pre death and post death expenses. Should you read it?
Q: Want to see more free online, short, Florida trust and estate videos?