Freddie (Caller about mother's estate)

Good day, Dave. I'm so glad that I got ahold of you. Could really use your help. Got a 91 year old mother and there are five of us siblings and we're trying to help her. She is in a nursing home in PA and she is going to pass away soon. So we have a cousin who is my mom's niece who actually is in charge of her estate along with her husband. Her husband is an estate attorney.

Good day, Dave. I'm so glad that I got ahold of you. Could really use your help. Got a 91 year old mother and there are five of us siblings and we're trying to help her. She is in a nursing home in PA and she is going to pass away soon. So we have a cousin who is my mom's niece who actually is in charge of her estate along with her husband. Her husband is an estate attorney.

Good day, Dave. I'm so glad that I got ahold of you. Could really use your help. Got a 91 year old mother and there are five of us siblings and we're trying to help her. She is in a nursing home in PA and she is going to pass away soon. So we have a cousin who is my mom's niece who actually is in charge of her estate along with her husband. Her husband is an estate attorney.

She has power of attorney, and she handles stock transactions, you know, brokerage transactions as well.

She has power of attorney, and she handles stock transactions, you know, brokerage transactions as well.

She has power of attorney, and she handles stock transactions, you know, brokerage transactions as well.

That's weird. That's the part we can't quite figure that out. It's a little odd.

That's weird. That's the part we can't quite figure that out. It's a little odd.

That's weird. That's the part we can't quite figure that out. It's a little odd.

Well, I live far away. I'm in Nashville. Far away doesn't affect anything. I know.

Well, I live far away. I'm in Nashville. Far away doesn't affect anything. I know.

Well, I live far away. I'm in Nashville. Far away doesn't affect anything. I know.

The niece's husband. This is what we think happened. We think that because she did that for her parents, and that led to a lot of issues, that she basically has, my mom didn't really have anything else to go to once my father passed. And then she thought, okay, well, I could use them.

The niece's husband. This is what we think happened. We think that because she did that for her parents, and that led to a lot of issues, that she basically has, my mom didn't really have anything else to go to once my father passed. And then she thought, okay, well, I could use them.

The niece's husband. This is what we think happened. We think that because she did that for her parents, and that led to a lot of issues, that she basically has, my mom didn't really have anything else to go to once my father passed. And then she thought, okay, well, I could use them.

It's kind of complicated, the estate, with some of the things that my parents have done as far as investments and things. So I think she thought it was a good idea. Now, I know you always say, I've heard you say, don't do business with family. No, I didn't say that. Okay, maybe you did. Okay, maybe I heard that incorrectly.

It's kind of complicated, the estate, with some of the things that my parents have done as far as investments and things. So I think she thought it was a good idea. Now, I know you always say, I've heard you say, don't do business with family. No, I didn't say that. Okay, maybe you did. Okay, maybe I heard that incorrectly.

It's kind of complicated, the estate, with some of the things that my parents have done as far as investments and things. So I think she thought it was a good idea. Now, I know you always say, I've heard you say, don't do business with family. No, I didn't say that. Okay, maybe you did. Okay, maybe I heard that incorrectly.

But either way, she's just so in deep with them that she's just – she's got complete control more or less. Yeah, I mean her mother gave it to her though. Okay, that's true. Now here's the thing. They kind of operate – From a standpoint of if they can just keep offering you more and more. And my mother, of course, accepted. So that's on her.

But either way, she's just so in deep with them that she's just – she's got complete control more or less. Yeah, I mean her mother gave it to her though. Okay, that's true. Now here's the thing. They kind of operate – From a standpoint of if they can just keep offering you more and more. And my mother, of course, accepted. So that's on her.