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Inherited Money Not Wanted

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R

Rufuss

Junior Member
Writing from New Jersey/
Client living in NJ,son lives in NY,listed mother as beneficiary.Money will affect state aid and such for her. Can mother 'pass' money to grandchildren without 'touching' money as HER own so that loss of benefits will not occur??
 


B

BlondiePB

Senior Member
Rufuss said:
Writing from New Jersey/
Client living in NJ,son lives in NY,listed mother as beneficiary.Money will affect state aid and such for her. Can mother 'pass' money to grandchildren without 'touching' money as HER own so that loss of benefits will not occur??
Click to expand...
When mother is eligible for state aid, she can reapply and will again receive it. Jeeze, give the taxpayers a break!!
 
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