Wild Card Page 15

Wild Card Questions

Accepting Inheritance from Mother before death

Terry, My 96 yr old Mother wants to give me my inheritance of $10,000 not to get new siding and..

New home — leaking roof!

The first night in the house the roof is leaking into living room , who is responsible for repairs

credit freeze

Hi Terry. So I’m going thru the process of freezing my credit. First one Transunion. Filled everything out and said..

Sale of a Canadian company stock

Hi Terry, I own shares of stock in a Canadian company that I would like to sell for a long..

social security overpayment

My husband was very sick 11 yrs ago with leukemia. We received disability from social security and then they wanted..

Helping my Daughter

I was wondering if you can give me a resource to discuss ‘reverse mortgages’ with. I would like to help..

Value 1933 Municipal Bond?

I have 1933 “Tax Anticipation Warrant,” School District 104, Summit, Cook Co,, IL.  Purchased by my grandparents, now in my..

Spousal protection

My spouse has not been continuously employed since 2008. Just over the last 5 years he has a seasonal job..

Household proceedings of estate

My brother is the executor of our mother’s estate (she died in March 2016). His answer to having filed (or..

Windfall

After my first year of retirement from teaching, I received a letter saying I owed overdo $5,000 to Social Security...

safety deposit box

Hi Terry, Heard you mention on your news segment on channel 9 that you have some Gold coins etc. in..

Lockbox contents

We would like to have every thing organized in one place for our daughter in case anything should happen to..

Wills on Legal Zoom

My daughter has a ten year old. Is separated from husband and likely to divorce. Is a will done on..

social security laurence kotlikoff

thought you said his book Get What Is Yours was $40, found on amazon for $12 but published in 2016,..

APPLYING for a IDES PREPAID Debit card

How SHOULD I APPLY for a IDES PREPAID Debit card

Social Security WEP

Social Security Fairness Act HR82: Any idea as to its current status? Not much has changed online for awhile although..

Federal tax withholdings amount

Hello, my question is about my payroll deduction on federal tax. My employer is only taking out .31 on federal..

Right of way

No question, just “thank you” for letting me pull out of the parking lot at Lake Cook and Skokie Hiway...

Taxes on stock at death?

This is a dumb question. I was listening to the Williams show on Wednesday. You said stock prices are valued..

Deceased mother’s Home Equity Conversion Mortgage

Mom died in November 2023, with a whopping $280,000 owed on a house worth maybe $160,000. Mom was 97 when..

money

ASK TERRY

a personal
finance question