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Thomas McJD
Thomas McJD, Attorney
Category: Estate Law
Satisfied Customers: 3170
Experience:  Wills, Trusts, Probate & other Estate Matters
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So the attorney gave me the wrong advice to just let it go and don't fight it? After

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So the attorney gave me the wrong advice to just let it go and don't fight it? After my wife passed, I went to the accountant' office where she apparently changed the beneficiary. He would give me no further information as to when the happened. I talked to my attorney and he said that I should just let it go because it would end up in probate and no one would ever see the money and it would cost me more that I could ever come up with. I wasn't thinking clearly at that time and I let it go. I had gone thru all my retirement money to help her with her medical expenses and this was over 580,000 she gave to a friend - who I know who this is. I have read that the law states that a spouse must notify the other spouse when changing beneficiary on a retirement fund - such as a 401K. Shouldn't the accountant have know this law? - I believe it was put in place by Reagan.
Submitted: 1 year ago.
Category: Estate Law
Expert:  Irwin Law replied 1 year ago.
I wasn't thinking clearly at that time and I let it go.
When did all these things take place. That is: 1. The change of beneficiary; 2. the death of your wife.

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