Recent content by pomelo

I'll speak to them next week. It looks like under Florida Statute that right of suvivorship is presumed unless otherwise expressly provided in the contract, agreement, or signature card.

I believe the account has right of survivorship. I was advised that I could remove my relatives name, but I haven't done so yet.

I have always had full access to the account. I guess it would be an "or" type account. I am the only one that can access it at this time. Both of our names are listed on the checks.

One thing that is confusing is why the estate would differ from what my relative would do. If my relative wanted to transfer the money and was 100 percent stock holder in the company, why can the estate come back later and say the transfer wasn't legal. I guess that is what will have to be...

asset protection

The transfer was around 6 months ago. It was to start a business and other things. The account was an "and" account.

What is the name of your state?FL My relative transferred a large amount of money to a joint account we are on. Unfortunately, he has passed away. It looks like his estate may try to claw back the money. They will be 100 percent owners of his company. Is there anything I should do to protect...