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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 5748  
Subject: Will bequest vs. account beneficiary designation Date: 3/13/2012 4:42 PM
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Hi,

I just want to make sure I have this right if anyone here knows for sure.

If I have a beneficiary designation on my brokerage accounts leaving most to my wife but a small percentage to a charity, and on my will I leave everything to my wife, I believe the account beneficiary designation will rule, right? The charity will still get their percentage. My will simply gives everything else that does not have a specific designation (residual estate I think this is called) to my wife.

I'm using Willmaker software and want it as simple as possible.

Is this correct?
Thanks,
RB
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