My question involves estate proceedings in the state of: CA
For retirement accounts, let’s say you designate 50% to a person. Let’s call him John. Let’s say you designate the other 50% to a trust. If you select “per stripes” if John dies, then his 50% goes to his children. But if you do NOT select “per stripes” what happens if John dies? Does his 50% automatically go to the trust making it 100%?
For retirement accounts, let’s say you designate 50% to a person. Let’s call him John. Let’s say you designate the other 50% to a trust. If you select “per stripes” if John dies, then his 50% goes to his children. But if you do NOT select “per stripes” what happens if John dies? Does his 50% automatically go to the trust making it 100%?
Asset Protection: Beneficiary Designation
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