Erin

Hi, good afternoon. Thanks for having me.

Hi, good afternoon. Thanks for having me.

Hi, good afternoon. Thanks for having me.

Hey, I am getting involved in my mom's estate. She's 74 years old. Um, and her husband is 77 years old. They are both retired and they live on a income between social security and retirement of about $47,000 a year. My mom had inherited from her sister on a payable upon death account. Um, um, a fairly decent amount of money that she spent like within a month before.

Hey, I am getting involved in my mom's estate. She's 74 years old. Um, and her husband is 77 years old. They are both retired and they live on a income between social security and retirement of about $47,000 a year. My mom had inherited from her sister on a payable upon death account. Um, um, a fairly decent amount of money that she spent like within a month before.

Hey, I am getting involved in my mom's estate. She's 74 years old. Um, and her husband is 77 years old. They are both retired and they live on a income between social security and retirement of about $47,000 a year. My mom had inherited from her sister on a payable upon death account. Um, um, a fairly decent amount of money that she spent like within a month before.

Um, a family member contested the will and 10 years later, my mom is being forced to pay that, um, money back to the tune of $160,000. And I, my mom is not in the, they own their house free and clear, but, um, I'm not sure exactly, um, how to navigate this next step. They're charging her with embezzlement because she has not paid this money back. Um, so she can either go to jail, um, or.

Um, a family member contested the will and 10 years later, my mom is being forced to pay that, um, money back to the tune of $160,000. And I, my mom is not in the, they own their house free and clear, but, um, I'm not sure exactly, um, how to navigate this next step. They're charging her with embezzlement because she has not paid this money back. Um, so she can either go to jail, um, or.

Um, a family member contested the will and 10 years later, my mom is being forced to pay that, um, money back to the tune of $160,000. And I, my mom is not in the, they own their house free and clear, but, um, I'm not sure exactly, um, how to navigate this next step. They're charging her with embezzlement because she has not paid this money back. Um, so she can either go to jail, um, or.

somehow if we can come up with some solvable financial plan. So she's in credit card debt to the tune of about $125,000, so she does not qualify to put a loan against her house, which is probably around $250,000 value.

somehow if we can come up with some solvable financial plan. So she's in credit card debt to the tune of about $125,000, so she does not qualify to put a loan against her house, which is probably around $250,000 value.

somehow if we can come up with some solvable financial plan. So she's in credit card debt to the tune of about $125,000, so she does not qualify to put a loan against her house, which is probably around $250,000 value.

Yeah, exactly.

Yeah, exactly.

Yeah, exactly.

Well, according to the courts and the lawyers that we've had, which I'm not saying they were quality lawyers at this point. I mean, it's just been in the court system for 10 years that it's just been back and forth between...

Well, according to the courts and the lawyers that we've had, which I'm not saying they were quality lawyers at this point. I mean, it's just been in the court system for 10 years that it's just been back and forth between...

Well, according to the courts and the lawyers that we've had, which I'm not saying they were quality lawyers at this point. I mean, it's just been in the court system for 10 years that it's just been back and forth between...

that lawyer, and this is my aunt's estate, and when she died, she didn't... The lawyer that designed her will three months prior to her passing from cancer was... He left her husband completely out of the will, didn't acknowledge him, didn't recognize him. So that's why part of this reclaimable estate comes into play because they were married over 15 years. So he's entitled to 50% of her

that lawyer, and this is my aunt's estate, and when she died, she didn't... The lawyer that designed her will three months prior to her passing from cancer was... He left her husband completely out of the will, didn't acknowledge him, didn't recognize him. So that's why part of this reclaimable estate comes into play because they were married over 15 years. So he's entitled to 50% of her