[WSBAPT] Retirement account beneficiary designations

[Ann Manley]

Single client with non-taxable estate wants two retirement accounts to go
to a specific person, "Bob". She has other accounts that she wants to go
pursuant to the will provisions (20% to "Lisa", to "Mary" if Lisa
is predeceased, etc.). What is proper way to list beneficiaries on
retirement accounts?

For accounts going to "Bob", to him with "Estate" as contingent?
For other accounts to "Estate", or is it better to list individuals?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com

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