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mutual funds

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XConfused

Junior Member
sry for the inconvenience, Im new here! My father passed he has a trust and a will, with life insurance annuities community property retirement plans left to his wife. He inherited some money before his passing that he invested in a mutual fund. That is why I want to know, his current wife is the first truste of his estate, and had blown thru 30,000 in a month. Can we stop her? Dad would not approve he was very conservative. Just wishful that the mutual fund would fall into his inheritance fom his parents, and could be saved from a would be spending and gambling spree.

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Dandy Don

Senior Member
Not likely to be able to stop her. How is the mutual fund account titled? Most likely its in her name only now (unless its in the name of the trust) which she can spend any way she chooses if he forgot to put it in the trust. Please answer whether you have a copy of the trust and whether you are a beneficiary of the trust and have you received any payments from the trust.

DANDY DON IN OKLAHOMA ([email protected])
 

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