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Message
re: Legal advice - 403(b) plan
Posted on 3/28/24 at 3:55 pm to Jag_Warrior
Posted on 3/28/24 at 3:55 pm to Jag_Warrior
The small town atty we used, said it wasn't necessary. We've liquated two other retirement accounts and had no issue.
2
Posted on 3/28/24 at 4:06 pm to CajunInFL
Depending on the balance.. you may can have a small estates affidavit signed to bypass estate. Louisiana estate is kinda weird but if they won’t accept that then you’ll have to proceed with probate.
Posted on 4/1/24 at 9:19 pm to CajunInFL
quote:
The small town atty we used, said it wasn't necessary. We've liquated two other retirement accounts and had no issue.
To be fair, in my experience many attorneys are plain lazy/dumb with respect to financial institution rules regarding estate processing.
I’ve seen many, many attorneys try to tell clients they don’t need to open a succession to access jointly owned accounts in Louisiana, which is patently false. The last estate document I received was from an attorney who tried to use a small estate affidavit for accounts listed over $200k in LA, which is well above the limit on those. That’s simply negligent.
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