Dad bought an annuity in 2008. $300,000, Named me beneficiary, Told me every Christmas. “When Im gone, that’s for the grandkids.” He died in January I called the company! Beneficiary changed in 2022. Current • Debra Mitchell.” My stepmother. Changed 2 months after Dad’s Alzheimer’s diagnosis. The agent said, “Authorized by his financial advisor.” I called. He said, Your father was competent when he signed.” Dad thought it was 1997. Asked for his first wife daily. She died in 1988. I subpoenaed meeting notes. The advisor wrote: “Client confused but cooperative.” Cooperative. Filed in probate court. $4,200, The judge ordered originals. The signature page had a witness, Someone in the room when Dad “agreed.” The witness was my.
PART 1: And I just stood there for a second because my brain genuinely stopped working. Paul. She said Paul. My husband’s name is David. I had driven 180 miles …
Dad bought an annuity in 2008. $300,000, Named me beneficiary, Told me every Christmas. “When Im gone, that’s for the grandkids.” He died in January I called the company! Beneficiary changed in 2022. Current • Debra Mitchell.” My stepmother. Changed 2 months after Dad’s Alzheimer’s diagnosis. The agent said, “Authorized by his financial advisor.” I called. He said, Your father was competent when he signed.” Dad thought it was 1997. Asked for his first wife daily. She died in 1988. I subpoenaed meeting notes. The advisor wrote: “Client confused but cooperative.” Cooperative. Filed in probate court. $4,200, The judge ordered originals. The signature page had a witness, Someone in the room when Dad “agreed.” The witness was my. Read More
