The Moneyist: ‘He owed a lot of back taxes.’ My ex-husband forgot to sign paperwork to split a sizable investment account — then he died. Can his estate claim that money? [MarketWatch]
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Source: MarketWatch
‘He owed a lot of back taxes.’ My ex-husband forgot to sign paperwork to split a sizable investment account — then he died. Can his estate claim that money? Dear Moneyist, I divorced a little over a year ago, and my ex-husband died suddenly. One of our investment accounts was ordered to be split $30,000/$60,000, as per our divorce agreement. I signed my paperwork, but he never got around to it. Also see: ‘My husband’s kids hate me and refused to come to our wedding, yet he is leaving them all his property.’ How can I negotiate to secure my future? The investment company says the account is now all mine. Is that true? I believe he owed a lot of back taxes and other bills, and I know that his estate does not have the money to pay. Will they/can they come after this money that is now mine? Ex-wife Dear Ex-wife, Your question has two parts: can his estate come after you for back taxes and can his estate claim the money in your investment account. The investment company says the mon
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