What is the name of your state? CA
My Uncle passed away one week before his divorce was final, although they had completed a marriage settlement agreement. He received from the divorce $100,000 and a $300,000 pension. She got everything else.
My siblings and I were his only "kids" and he had told us that we were beneficiaries on his pension; however he was ill (more than we knew) and never completed the paperwork. His "wife" was left as beneficiary. His pension is a Traditional IRA naming her as primary benificiary.
He REALLY made it clear that he didn't want the "her" to have the pension.
I do not know that we are named as contingent beneficiaries. My mom is next-of-kin and would ensure that his wishes were met.
any information would be of help.
My Uncle passed away one week before his divorce was final, although they had completed a marriage settlement agreement. He received from the divorce $100,000 and a $300,000 pension. She got everything else.
My siblings and I were his only "kids" and he had told us that we were beneficiaries on his pension; however he was ill (more than we knew) and never completed the paperwork. His "wife" was left as beneficiary. His pension is a Traditional IRA naming her as primary benificiary.
He REALLY made it clear that he didn't want the "her" to have the pension.
I do not know that we are named as contingent beneficiaries. My mom is next-of-kin and would ensure that his wishes were met.
any information would be of help.