Q&A: Who should receive a deceased employee's benefits?

August 7, 2009

The author is a Norristown, PA tax and estate-planning specialist, and an editorial consultant to this magazine.

My nurse recently died and her beneficiary designation form states that her retirement plan assets should go to her former spouse. Since she completed the form years before her divorce, should I honor it?

Q: My nurse recently died and her beneficiary designation form states that her retirement plan assets should go to her former spouse. Since she completed the form years before her divorce, should I honor it?