Mom update. Tumor talk and coping Show more
TRUST stuff - mammo & sono tumor description and biopsy Show more
Mom update. Tumor talk and coping Show more
Mom update. Tumor talk and coping Show more
Mom update. Tumor talk and coping Show more
Mom update. Tumor talk and coping Show more
Mom update. Tumor talk and coping Show more
@CherNohio most of her assets are liquid. She has a few stocks (literally she holds the stock certificats) so my name is now included on those. Yes we can handle the cap gains.
She moved in my place mid 2019. Her house sold in 2020. Pretty sure the only hard asset is her car which she no longer drives. For simplicity we might just arrange to sell to me.
Something like that. 🙏
Mom update. Tumor talk and coping Show more
4/4
So after we have treatment plan - we will pull out the will, financials, stocks and address other wishes.
She has a living trust and my name is on it. I gotta google this because obviously want a small as possible tax burden. So hope that helps
Does anyone know if my name is on the trust (I'm the executer) does that mean I can take funds from the trust (to invest) without taxes?
That's it for now. I'm grateful for the support 🙏 ❤️
4/4