Q: A woman I know is getting inheritance and her lawyer is telling her she has to have beneficiary to be able to get her.
He want my Social Security number .I don't want to do that.Can you advise me?
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A: She does not have to designate a beneficiary for her inheritance in order to receive her inheritance. She can receive her inheritance and then later designated beneficiary.
A: Ms. Whitehurst is correct and this does sound suspicious. The only thing that I would say is that setting up a beneficiary to an inherited IRA or stocks is part of the normal setup process, but absolutely can be skipped.
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