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Thank you for your response. Just to clarify, my wife is also the trustee of a revocable trust to which all her mother's assets were gifted five years ago. No probate is involved. Our plan was to direct deposit the money to the revocable trust, wh...
My wife is the legal representative for her mother who recently passed away. SSA took back her monthly benefit by reversing her direct deposit. Although she is due the benefit, SSA says we have to fill out Form 1724 to recover the money. My question...
Thank you for your response. Just to clarify, my wife is also the trustee of a revocable trust to which all her mother's assets were gifted five years ago. No probate is involved. Our plan was to direct deposit the money to the revocable trust, wh...
My wife is the legal representative for her mother who recently passed away. SSA took back her monthly benefit by reversing her direct deposit. Although she is due the benefit, SSA says we have to fill out Form 1724 to recover the money. My question...
Thank you for your response. Just to clarify, my wife is also the trustee of a revocable trust to which all her mother's assets were gifted five years ago. No probate is involved. Our plan was to direct deposit the money to the revocable trust, wh...
My wife is the legal representative for her mother who recently passed away. SSA took back her monthly benefit by reversing her direct deposit. Although she is due the benefit, SSA says we have to fill out Form 1724 to recover the money. My question...