I spoke with the brokerage rep about getting the ball rolling on this. There are lots of forms to sign and have medallion stamped by all three of us. Being that my stepfather has declared bankruptcy, I'm curious as to whether his stake will go to creditors and whether that will cause him to be...
Thanks Amy!
I'm a novice at all this, but I had a feeling the notarized docs were meaningless. The tension of all this has convinced me to take my third and move on. I just want to make sure I do it right.
I reside in New York State and know this issue falls under the state's jurisdiction. My stepfather, sister and I are joint tenants on a stock account of approximately 1500 shares valued at around $100,000. Almost two years ago, I put a stop trade on the account because our stepfather was...