Business

Elderly Estate Planning Issues

Updated 2026-08-27 09:25 UTC 1 source Negative

A family faces challenges in managing their elderly mother's estate, particularly regarding a $100,000 stock certificate without designated beneficiaries.

Coverage timeline — 1 article

MarketWatch

My mother, 91, has dementia. Every bank says I need her signature to unlock her $100,000 stock certificate. What can I do?

“These shares are the only assets in her estate without designated beneficiaries.”

2026-08-27 09:15 UTC