ADDITIONAL INFORMATION:
I want my daughter to be sole beneficiary of my IRA. I live in Massachusetts.
ANSWER BY MARGARET CROSS-BELIVEAU:
Massachusetts does not require spousal consent to change the beneficiary of an IRA. It is required for a 401(k). However, the custodian of the IRA may want the spouse to consent.
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Legal Disclaimer: Please note that this answer does not constitute legal advice, and should not be relied on since each situation is fact specific, and it is impossible to evaluate a legal problem without a comprehensive consultation and review of all the facts and documents at issue. This answer does not create an attorney-client relationship. A lawyer experienced in the subject area and licensed to practice in the jurisdiction should be consulted for legal advice.
Beliveau Law Group: Massachusetts | Florida | New Hampshire
The estate planning attorneys at the Beliveau Law Group provide legal services for estate and asset protection planning. The law firm has offices and attorneys in Naples, Florida; Waltham, Massachusetts; and Salem, New Hampshire.
