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rckaneb

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  1. rckaneb

    Beneficiaries

    My friend's husband died 9/09 after a nine year illness while she was married to him and his caretaker. Before marrying her twelve years ago he set up and funded a 457b plan designating his brother as beneficiary. By oversight or design (she's not sure - plan was not discussed) he did not change designated beneficiaries before his death. Question: As the surviving spouse living in California, a community property state, is she not entitled to at least half of the plan, if not all? Thanks, Richard
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