[WSBAPT] IRA devolution issue

Robert R. Cole cole-gilday at stanwoodlaw.net
Tue Jul 30 12:26:35 PDT 2024


Wife had a traditional IRA.  She died.  Her beneficiary was her 
husband.  He did nothing with or about it.  Three years later he died. 
Both intestate.   PR found out talking with brokerage firm that she had 
listed only one child as a secondary beneficiary. Husband's IRA had both 
children as beneficiaries.  So, the obvious question is, does left out 
child have a legal right to half the IRA?  Thanks for your collective 
wisdom.

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Very Truly Yours,

Robert R. Cole

Law Office of Cole & Gilday, P.C.

10101 - 270th St. NW

Stanwood, WA 98292

(360) 629-2900 (Telephone)

(360) 629-0220 (Fax)

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