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Haunting Estate Planning Errors: The Case of the Zombie Documents


Haunting Estate Planning Errors: The Case of the Zombie Documents

For the Halloween episode of Motley Fool Answers, Alison Southwick and Robert Brokamp engage in a spirited discussion of the horrors some folks have visited upon their families' finances from the afterlife by making big mistakes in estate planning.

In this segment, they discuss a nonfamous fellow, DuPont employee William Kennedy, who -- as sometimes happens -- divorced his wife. At the time, the ex agreed to waive her rights to his retirement plan assets. When he died though, guess where the money went.

A full transcript follows the video.

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Source: Fool.com


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