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| Wills, Trusts, Estates Wills, trusts, estates, gift tax planning, etc. |
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#1 |
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My mom past away last year and left a life insurance policy and her 401(K) to my older disabled sister at the advice of an attorney. She also requested that I get guardianship of her in her Will which I was appointed Guardian Advocate this past month. I think she understood by leaving things this way I would have full discretion of the funds, but the attorney handling the probate for me is saying otherwise. What can I do with these funds if the Will has no language pertaining to these 2 assets? Do I have full discretion of how to spend the money? Can I take the money out of my sister's name so her SSI & Medicaid is not affected?
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#2 |
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What does the lawyer say should happen?
You may want to get a second opinion on the documents... |
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