yeah...as I said, as soon as things are settled, if possible. Unfortunately we're still shifting accounts from another state. It's been a not good experience.Find.
A.
New.
Bank.
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yeah...as I said, as soon as things are settled, if possible. Unfortunately we're still shifting accounts from another state. It's been a not good experience.Find.
A.
New.
Bank.
Whatever is left in the account. We don't have THAT much, under $100,000.We? You and your spouse?
Judge brings up a good point. If you and your wife are joint account holders with the charity as beneficiary, it appears that the surviving spouse will get the money and not the charity. At least not until the surviving spouse dies with the charity still listed.
The chances of spouses dying together in a common accident are very low.
You might want to rethink the bank account and look into a charitable trust instead. That can be set up where the trust owns the account and the trustee can be obligated to make the donation from the trust's assets.
Meantime, if you are not happy with the runaround you are getting at the bank, find another bank.
How much money are you leaving to this charity?
Find.
A.
New.
Bank.
OK, somebody told me that we should have two wills. One for myself and one for my husband. But everything we have is agreed on as to how any assets will be distributed for each or both. I will have to see a lawyer, I just hate to spend that much money.