Summary Federal law may require a 401(k) to pass to a spouse even if children are named as beneficiaries. This article explains how ERISA rules can override beneficiary designations and why blended families should carefully review retirement account planning. One issue that often surprises families involves retirement accounts, particularly 401(k) plans. A recent situation that […]
Tag: surviving spouse rights
Probate in Florida: What Families Need to Know
When a loved one passes away, the last thing you want is to get lost in legal paperwork. Unfortunately, if the person owned property or significant assets in Florida, their estate may need to go through probate—a court process that makes sure debts are paid and property is legally transferred to heirs or beneficiaries. The […]