TS61
Level 2

Retirement tax questions

hmmm.   good point about the stacked RMD's being a concern.

 

I agree the county clerk should be the route.  I've talked to them several times and so far they've not been able to assist.  In fact they've bounced me around departments until I ended up back where I started.  It's a big county (over 4 million people).  Perhaps it would be simpler in a smaller place.  I also hit an attorney and his comment was likely the only route is to go the full financial guardian route through the court system.  So far there's no "file this form and you're good".