Resources

Below are a list of estate planning blogs that offer great information about retirement and estate planning.
Please stay tuned for further information as I updated the resources page.  Thank you!
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{ 2 comments… read them below or add one }

Denise December 30, 2015 at 2:40 pm

Will states 1/3 of listed policies, 401k, and retirement plans are to be distributed to 3 named persons. Some of these plans individually only list one of the named persons on the will. Does the will override the beneficiary listed on the plan also listed on the will as a equal split between all 3 parties?

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Flanders Law Firm LLC July 18, 2016 at 8:36 pm

Minnesota law is clear that beneficiary designations on accounts control how the money is conveyed to the named beneficiaries. However, if there is evidence of a different intent (for example, the Will) then you have a question of fact as to what the deceased person meant to do. Talking with a qualified attorney who know the law on the subject would be a good start.

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