Spouse 30% for primary beneficiary, children remainder percentage as primary beneficiary. This is an investment account with a brokerage firm.....Thank you.
An IRA (as opposed to 401(k)) does not HAVE to be left to anyone. Most companies have their own forms for beneficiary changes - many of which do not have a notarization requirement. I don't think this is a state-specific question but a question depending on the rules of the individual investment house.
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