Haunting Estate Planning Errors: The Case of the Zombie Documents [The Motley Fool]
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Source: The Motley Fool
Pensions, 401(k)s, insurance policies, and the like have their own rules when it comes to who inherits. Motley Fool Staff ( the_motley_fool ) Nov 6, 2017 at 6:30PM For the Halloween episode of Motley Fool Answers , Alison Southwick and Robert Brokamp engage in a spirited discussion of the horrors some folks have visited upon their families' finances from the afterlife by making big mistakes in estate planning. In this segment, they discuss a nonfamous fellow, DuPont employee William Kennedy, who -- as sometimes happens -- divorced his wife. At the time, the ex agreed to waive her rights to his retirement plan assets. When he died though, guess where the money went. A full transcript follows the video. This video was recorded on Oct. 31, 2017. Alison Southwick: Just when you thought she was out of your life for good, it's Zombie
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