More details to this question:
My husband made a will in 2014 with his children receiving funds from his retirement. In 2019 he removed his children as beneficiaries from his retirement account. The retirement company states the only person able to collect is the spouse and I can either claim the funds or disclaim and let it roll over to the children. However since my husband removed them as beneficiaries, I feel that is not the correct course of action. I need to know what legal options I have regarding this situation.
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If your husband removed them as beneficiaries, you would be carrying out his intentions by claiming the funds.
Claiming or disclaiming are the two legal options.
Answered on Mar 10th, 2021 at 5:16 AM
This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.