Probate Attorney in Plano, TX: The One Form David Didn't Fill Out in 1998
David Kim retired from Toyota's Plano campus with a perfectly organized financial life: a named-beneficiary IRA worth $840,000, a 401(k) his wife would inherit in days, and a joint mortgage paid off. Then his family discovered a TD Ameritrade account from 1998 — $285,000 with no Transfer on Death designation. That oversight added eight months, a Collin County probate proceeding, and $7,400 in attorney fees to an otherwise clean estate.
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