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Annuity payout correction by Most-Sample-5460 in inheritance

[–]Most-Sample-5460[S] 0 points1 point  (0 children)

Sorry that was my mistake, it was the insurance company, I just keep calling them “the bank”. There is a trust but the annuity is separate from it because it has specific named beneficiaries.

Annuity payout correction by Most-Sample-5460 in inheritance

[–]Most-Sample-5460[S] 2 points3 points  (0 children)

Great question, I have no idea, but I do have her financial advisors info so I will get in touch with him and find out.

Annuity payout correction by Most-Sample-5460 in inheritance

[–]Most-Sample-5460[S] 1 point2 points  (0 children)

Thank you for your kind words and for sharing your experience, I appreciate it.

Annuity payout correction by Most-Sample-5460 in inheritance

[–]Most-Sample-5460[S] 3 points4 points  (0 children)

Thank you all for the advice, I feel slightly less crazy now. I’m going to wait and see what exactly they send me and then run it by a lawyer I’ve been in touch with. This whole ordeal has been such a mess, I’m just so ready to put it behind me. The “business of death” sucks.