mathjak107
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jul 27, 2005
- Messages
- 6,210
i happen to notice the vanguard joint account my wife and i have says no beneficiaries listed .
i know we did have them so i called .
i was told joint accounts can not have beneficiaries listed until they are down to a single owner.
that is ridiculous, all our fidelity joint accounts have beneficiaries . what happens in the event of a common disaster like plan crash or car crash . that logic is nuts .
we know a couple killed a few months ago in a horrible car crash .
we don't need our estate paying for probate costs here in ny . if that is the case i will give fidelity 100% instead of just 85% of our money
i know we did have them so i called .
i was told joint accounts can not have beneficiaries listed until they are down to a single owner.
that is ridiculous, all our fidelity joint accounts have beneficiaries . what happens in the event of a common disaster like plan crash or car crash . that logic is nuts .
we know a couple killed a few months ago in a horrible car crash .
we don't need our estate paying for probate costs here in ny . if that is the case i will give fidelity 100% instead of just 85% of our money
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