Thank you, this article was very helpful. I have been in contact with the advisor managing the account and it has been taking quite a while to get things going. He also happens to be friends with my mom.
Something I find especially interesting in the article is the following sentence:
"The...
Yes, but my mom never initiated the transfer for it to be solely in my name. Whenever I'd ask her about it she said the money wasn't for me until she "drops dead". I know that's not the case or how it works, but short of suing her there wasn't much I could do.
I'm not certain he had a will but it's not beyond her to lie about something like that. Just knowing my father it's hard to believe he didn't have a will at all. (Although I admit it's possible).
Regarding the accounts I may be using the wrong terms. They are UGMA accounts and she is the...
Hello,
My father passed away 15 years ago and I'm trying to find out if he had a will and, if so, how I can go about requesting a copy.
My mother refuses to discuss it with me and she just says he didn't have a will because he didn't know he was going to die. No one else in the family seems to...