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Old 03-19-2007, 10:19 AM
raymr raymr is offline
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Join Date: Apr 2005
Location: Rockville MD
Posts: 833
Yes there are many things going on. I think the lawyer freaked when my step-mother mentioned that I had some reservations about the house situation. So far, there are TOD stock transfers set up along with a distribution formula of cash assets. I don't know the dollar values of either of those.

They balked at creating a trust for the house because it restricts his wife's options and mobility. I realize that nobody here can or should dispense legal advice, just looking for ideas that someone might have used before.
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Last edited by raymr; 03-19-2007 at 10:24 AM.
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