FreeAdvice has a new Terms of Service and Privacy Policy, effective May 25, 2018. By continuing to use this site, you are consenting to our Terms of Service and use of cookies.
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 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...
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...
This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
By continuing to use this site, you are consenting to our use of cookies.