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Author: RBMunkin Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 5741  
Subject: Re: Will bequest vs. account beneficiary designa Date: 3/13/2012 5:35 PM
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Thanks for the info.

I think my situation is so simple, pretty much as simple as you can get, that things won't go awry. Almost all of my assets are in brokerage accounts and I have my wife and a charity as beneficiaries.

We have no kids.

Two houses - one a rental - are in both our names so that'll be a no-brainer when one of us dies.

The will leaves everything to her but that isn't much. Household stuff like books and furniture.

So I don't even see a need for probate at all. No one is going to question her getting my books and stuff! No one would even know if they were mine or hers. It's just stuff in the house.

And just in case, the will will show all this stuff being left to her.
We practically don't need a will! But we'll at least have a DIY one.

RB
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