murphysranch
Super Self-Sufficient
- Joined
- Oct 20, 2009
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- Southern Washington State
FF: Every other week I travel to the SF Bay Area (San Jose) to be with my mother. I stay here for at least 3 days, to help her with her husband's estate. My sister in town also helps the wek or so that I'm not here.
They had an A,B trust, as both had prior families. We've met with the elder lawyer 5 times so far, to find out how to handle his finances, we've done most of the legwork ourselves so we don't have to pay the paralegal to do it (retitling assests into a decedents trust B, and other things that were community property into survivors trust A).
Yes, he was well off, but still even with a trust and all, its a tremendous amount of work. Work to make sure that his kids get their share and mother's kids get her share. And that no one contests the details of the trust, and no one gets "hurt".
As Mother is still alive, going on 80 in November, and has a better social life than my sis and I combined, we expect to have her around for a very long time!
My heart is with you, on the work you and your sis are doing for your dad.
They had an A,B trust, as both had prior families. We've met with the elder lawyer 5 times so far, to find out how to handle his finances, we've done most of the legwork ourselves so we don't have to pay the paralegal to do it (retitling assests into a decedents trust B, and other things that were community property into survivors trust A).
Yes, he was well off, but still even with a trust and all, its a tremendous amount of work. Work to make sure that his kids get their share and mother's kids get her share. And that no one contests the details of the trust, and no one gets "hurt".
As Mother is still alive, going on 80 in November, and has a better social life than my sis and I combined, we expect to have her around for a very long time!
My heart is with you, on the work you and your sis are doing for your dad.