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petelg18

Junior Member
What is the name of your state (only U.S. law)? Mississippi Since the death of my mom a few months ago my dad and lone sibling (sister) have been negotiateing (loose term) with the finincial matters that was left in my dads hands from the loss of my mom. They have excluded me on joining in on any of the finincial matters. They may have changed things around (IRA's etc.). Is this legal and am I not entitled to be a part of all such matters...Thank you....:confused:
 


Dandy Don

Senior Member
Did your mother leave a last will and testament? Has it been submitted to the county courthouse probate court yet? You don't necessarily need to be involved in any "negotiations". Until probate has been opened there is not anything you can do. You can consuult with a probate attorney to find out if you need to take steps to open up probate if there are assets left, but if those assets have designated beneficiaries then there is no need for probate.
 

petelg18

Junior Member
Thats so much for the info.I appreciate it. Is it possible for my dad to have changed the beneficiary on the Ira's after my mom's death? Needless to say my dad and I aren't to close. I love an respected my mom and certainly want her wishes respected. Sorry if all of this sounds bad..:eek:
 

petelg18

Junior Member
The IRA could have been in both my parents names. That I don't know. My mom did tell me last year that when they had gone to reinvest it they had put it solely in my name as the beneficiary. Thats about all I know on the matter. Just trying to get my ducks in a row and figure out whats right and whats wrong...
 

anteater

Senior Member
The IRA could have been in both my parents names. That I don't know. My mom did tell me last year that when they had gone to reinvest it they had put it solely in my name as the beneficiary. Thats about all I know on the matter. Just trying to get my ducks in a row and figure out whats right and whats wrong...
The IRA could not be in "both my parents names." The "I" in IRA stands for Individual.

If you know who the custodian is (or was), you can ask if you were the designated beneficiary.
 

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