Recent content by RandomName

Bobcat, thanks for that clear explanation.

The executor, my sister's husband, is a lawyer, but not an estate lawyer. This has been going on for a year already, too !

Update: just got an email from my sister in which she mentioned her current struggles getting the inheritance taken care of (not the bank account, but the stocks). She is really spending a lot of time and energy on it, still not finished, due to mistakes by brokerage house. At this point I plan...

Good question. She'd want us kids to get along, I know that. Maybe she'd be OK with me just letting my sister keep it all, and not being resentful, if possible.

I'll try to condense this. Mom died with a bank account of $50,000. Also stocks worth about $200,000. Stocks had named beneficiaries and were in Mom's name only. Stocks have been disbursed to beneficiaries already. But the bank account had both my Mom and my sister's names on it. Sister has...

Interesting. I was supposed to get this 'card' in the mail, but still have not received it. I suppose I don't need it (yet) since FitOn bridged from my 2024 Silver Sneakers plan at YMCA into my 2025 YMCA membership, and I can still do everything I want, which is pickleball and weight /...

I don't think there is any trust involved here (unless the brokerage holds the account in some sort of trust for Mom) . Just some named beneficiaries on the brokerage account. There is another part of Mom's estate that has her will controlling it, but these accounts I am talking about just...

Thanks very much. I guess one option for me would be to transfer all the assets from Merrill Lynch to LPL and have them hold back the bad sister's portion of the distribution. Wonder if that's allowed. The 'bad' sister is finally coming clean, in that she now admits that receiving money from...

Muskrat, can you tell me the name of the brokerage house that was able to do that?

This *could* be the problem, yes. She said the record-keeping would be very complicated. But she hasn't communicated to us whether that is the current problem. And she has a caseworker, so I would *assume* her caseworker could teach her how to do the paperwork. Maybe she can do it, but just...

Good luck, Hollydolly. From your posts here I would never have thought you were going through anything as stressful as that ! You seem to be 'keeping it together' well.

I have one deceased brother and two living sisters. Got along with all of them, until recently. One sister is having some sort of meltdown over an inheritance situation, and I think it is somewhat of a 'mental competence' thing on her part. She is starting to act weird toward us other two...

Remy, yes, the brokerage told her should could renounce her share and let the other beneficiaries have it, but she declined that offer.

This is very frustrating also. My sister has a son and a daughter in law a few miles away who could help her. But some people I ask think involving them is a 'breach of privacy' or 'meddling' somehow, a big 'faux pax'. And I suppose it is. She also has another son and a daughter that live in...

Interesting. The brokerage house says they have to have all the signatures. But maybe they can do an 'end-around' somehow, and still have it be legal.