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A $500,000 IRA Went Through Probate Instead of to the Kids, Because of a Beneficiary Form From 1998.
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FOMOGRAM Editorial Desk
Aug 3, 2026
EXECUTIVE SUMMARY
A beneficiary form signed during the Clinton administration can legally override a will written last year, and millions of retirement accounts are still governed by paperwork their owners have completely forgotten about.
A beneficiary form signed during the Clinton administration can legally override a will written last year, and millions of retirement accounts are still governed by paperwork their owners have completely forgotten about.
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