@tj, we have no idea why they said they were planning to do that, especially when executor was working with them regularly the entire time. We opted for them to just give us a check for inferred IRA instead of risk having them give our money to CA. It wasn’t a huge amount but was very odd and upsetting for all of us.
Statistics: Posted by HIinvestor — Fri Oct 31, 2025 9:55 pm — Replies 17 — Views 1623