FIL passed and my wife is the beneficiary of his savings accounts. Money has been sent to her after reaching out but just now found out he has credit card debt. Does she pay that? In Florida. My wife’s father recently passed away and after grieving she and I have finally looked into his estate. We knew which bank he kept his money in and called after receiving the death certificate. They said that she was listed as the beneficiary (he was single, no wife) and after reviewing the death certificate they are sending her a ch…

Gifting into a Brokerage Account as potential beneficiary I’m looking to gift a sum of money into a brokerage account, but I’d likely be a beneficiary as well. I assume EFT from my bank account or Fidelity brokerage account to my giftee counts as a gift Are there any potential legal issues with me gifting then also being beneficiary? Thanks ​ submitted by /u/NeverJustaDream

Life insurance secondary beneficiary My wife and I have life insurance policies on each other in case the worst happens. We are each listed as the beneficiary for the other. We have a 2 year old. In the unfortunate scenario that we both were to die-say in a car accident-who or what should be the secondary beneficiary so that our child is taken care of? submitted by /u/Impres…

Help: I’m a beneficiary of a Vanguard 403B but they won’t process my claim? I am 1 of 3 primary beneficiaries of my deceased relative’s 403B (i was assigned 35%) but they told me that they put a hold on my claim because no one seems to know the 2 remaining beneficiaries and it’s been 5 years already… Is there any way to go around this rule(?) Although i havent read anything about it.. any help is appreciated This is w…

How to locate a life insurance policy as the beneficiary Long post so TLDR at the bottom. My grandfather passed away about 18 months ago and left my grandmother behind. While his passing was sad, he was very sick for years and tbh it was a relief to know he is no longer suffering and finally at peace. I come from a big extended family and most of my cousins, uncles, and aunts are knuckleheads. Lying,…