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How Does Separation Affect Retirement Savings and an Estate Plan

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  • 05-27-2014, 05:36 PM
    sandiego3336
    How Does Separation Affect Retirement Savings and an Estate Plan
    My question involves a marriage in the state of: California

    How does legal separation affect/invalidate (if at all) the following:

    - IRA spousal rollover

    - Durable Power of Attorney for Assets

    - Advance Health Care Directives
  • 05-27-2014, 06:24 PM
    jk
    Re: How Does Legal Separation Affect IRA Spousal Rollover, Dpa, and Ahcd
    is this a situation you are involved in or simply curious?


    If an actual situation, what has the court ordered regarding any of the items noted.
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