I am sorry for your loss. From the information that you have provided, the nine surviving nieces and nephews and the children of the previously...

You should be working with an Elder Law Attorney to better understand the application and spend down process. Based on your question and it’s...

Your use of terminology is slightly confusing. I am not sure what you mean by being a secondary holder. Your mother is the account owner, it is...

While it is always best to review the entire document, it would appear that if there are two beneficiaries with equal ownership, i.e. 50% each,...

I am sorry for your loss. I am only throwing my two cents in because it appears that you as the writer of this question has made an effort to...

I am sorry for your loss. Assuming that your mother was only visiting South Carolina, and she has assets that require the need for a probate,...

Sorry to hear of your father's dilemma. My suggestion would be to meet with an Elder Law Attorney as soon as possible. Gifting your father's...

I am sorry for your loss. From your question, it appears that your sister passed away leaving a husband and a son, your mother's grandson. ...

Are you over the age of 18? Has anyone been appointed guardian/conservator? Is your grandmother healthy and relatively young for her age? As...

I agree with Attorney Callahan, but would add to his response. First, you should contact Santander and request that they reissue the check to the...