Archived
What happens if I disclaim my recently deceased father's IRA? Will it go to my mom as his surviving spouse?
Shadi's answer
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Answered on October 13, 2017
I agree with my colleagues. I recommend Vanguard as a company for your mother to open an IRA and then have the funds transferred to her new IRA and...
Archived
What can my Mom do if my nephew's primary address is hers, but my sister decided to just take him even tho she never raised him?
Shadi's answer
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Answered on October 13, 2017
Advise your mother to invest in an attorney to explore possibility of obtaining legal guardianship of your nephew.
Archived
I am seeking to retain information on how to retrieve power of attorney over my elderly aunt?
Shadi's answer
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Answered on October 12, 2017
If your aunt has capacity, she can sign a power of attorney document that gives you power to access her financial estate. An attorney can draft one...
Archived
Am I being treated fairly? My father passed away January 18, 2015.
I have not been notified by the executor of the will yet.
Shadi's answer
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Answered on October 11, 2017
If I were you I would write a formal letter, certified return receipt requesting a copy of the trust from the trustee and hire an attorney to read...
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