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Found 2 results

  1. POA Curious
    My uncle designated me as sole beneficiary of one of his bank accounts. His step daughter has POA (don't know what type). We live in California and the accounts are in a CA bank. Q: Can the step daughter change the beneficiary or close the accounts and take over the proceeds? My uncle is in a nursing home and starting to show signs of mild dementia but is still mostly aware and present.
  2. Below Ground
    Participant dies at age 81. Was not Key or HCE. Spouse had already died. 3 Adult Children, who are named as Contingent Beneficiaries. Primary Beneficiary is named as Living Trust establish with the Participant's name. Since Living Trusts are something I have zero experience with any suggestions, comments or advice on how to process this death benefit will be greatly appreciated. Thanks!
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