May 2014

Are you the beneficiary of your ex-spouse’s retirement plan or life insurance? If so, you might be able to claim the benefits even though the divorce has been finalized. In 2009 the Supreme Court issued an opinion in Kennedy v. Plan Administrator for DuPont Savings and Investment Plan addressing beneficiary designations on retirement plans and life insurance …

Ex-Spouse Beneficiary on Retirement Plan or Life Insurance Read More »

Is the Insurance Company Claiming the Estate is the Proper Beneficiary? Is the life insurance company or retirement plan benefits administrator telling you that the estate is the proper beneficiary? Are they asking you to show them Letters of Administration, Letters Testamentary, a Small Estate Affidavit or other necessary probate court documentation? If so, our …

Estate as Beneficiary Read More »