Talk of The Villages Florida - View Single Post - Naming beneficiary for retirement accounts
View Single Post
 
Old 03-20-2023, 08:41 AM
ronwinger ronwinger is offline
Junior Member
Join Date: Aug 2022
Posts: 24
Thanks: 22
Thanked 24 Times in 10 Posts
Default

That is exactly what we were advised by an Estate Attorney. To simply everything. We went to the banks and placed our children as beneficiaries... after we both pass. We did the same with our home. We have complete control of everything until we are both gone. I can not think of what the procedure or forms are called. You go the bank set down and they fill out the forms. Our Estate Attorney made out the papers for our home. Had it recorded and done.