“By the time my mother died, the insurance company had paid out almost $600,000.”
Tag:
mother
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Stocks
My mother, 91, has dementia. Every bank says I need her signature to unlock her $100,000 stock certificate. What can I do?
“These shares are the only assets in her estate without designated beneficiaries.”
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Stocks
‘She’s desperate’: My friend’s mother died. Can she stop Medicaid from taking the family home?
“She has contacted the mortgage company, but they will not discuss the mortgage.”
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Stocks
My mother was co-owner of my late grandmother’s bank account. Should she share the money with her siblings?
“The will stated that the estate was to be divided equally among her children.”
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Stocks
My sister, mother and I are giving my son $20,000 toward a down payment. Do we report it to the IRS?
“I’m confident that I will never exceed the lifetime gift-tax exemption.”
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Stocks
My mother will live in her second husband’s house if he dies before her. Will his kids be hopping mad?
“She chose a lovely man whose family has a history of remarkable longevity.”
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Stocks
‘This is stressful for my parents’: My siblings harass our mother and father for money. Should they be cut out of their will?
“My parents have asked me to help them secure their assets when they pass on.”
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Stocks
‘I‘m facing an ethical dilemma’: My widowed mother is cutting my step siblings out of the family trust. Do I have a responsibility?
“My mother has now hired an attorney to revise the trust and remove her late husband’s children as beneficiaries.”
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Stocks
‘This feels like an opportunity’: I’m 55, earn $78,000 and have no kids. My mother gave me $10,000. What should I do?
“I also have $1,000 on a credit card, which will be paid in full next month.”
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“She’s a very proud woman.”
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