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What is the name of your state? Montana. Hello. My 2 siblings and I inherited equal shares of a house. There is no mortgage on the house. My sister and I both want to give our portion of the house to our brother. We have each put some money in to repairs, etc., and would want to be...
What is the name of your state?GA
My cousin has a question that might solve our problem. Please see here for background https://forum.freeadvice.com/threads/agent-error-creates-complicated-problem.657182/#post-3677354.
If she were to set up one of these trusts and then claim the annuity into it...
What is the name of your state?Montana
I have a complicated problem with my mother’s annuity. An error made by an agent has left her children/estate unable to claim their portion of the money. My mother always referred to it as my grandmother’s annuity and later the “trust” or “contract”, so I...
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