Unfortunately, you are responsible for the activity on your account. That does not mean that your company will not agree to reimburse you, but the...

A joint account is assumed to be owned equally by all parties. Therefore, each party would be entitled to remove some or all of the money in the...

My mother would like to gift her 6 children money. We are considering putting mom in assisted living in very near future,

It is unclear what you mean by subsidized. Regardless, Medicaid benefits do not cover assisted living facilities. Medicaid only covers skilled...

WHAT WOULD A DR. KNOW ABOUT HOW A PERSON CAN HANDLE HER FINANCES?

Actually a doctor is the only person who can tell you whether a person has the mental capacity to perform certain tasks. If your mother allowed...

My mother passed but changed joint will she had with my father (who had passed) 8 month earlier

Joint wills are complicated. Unless you have a copy you may not be able to see it. I suggest you contact an attorney as soon as possible.

A will may be viewed and a copy received by going to the register of wills office in your county. You will have to pay the county fees for the...

My cousin left signed blank checks with me to pay his bills, he is telling his bank he didn’t sign them or authorize me to use

Request the cancelled checks from your bank to prove you paid his bills. Also request a deposit reconstruction to get copies of the checks you...

Question re: debts of an elderly relative / power of attorney / “commingling of funds

This is a complicated question. If your friends name is not on the card then technically she is not responsible for the debt. However, that does...

My Dad Passed Away and having problems with Non-Blood Family and Friends

I think the confusion may revolve around the family structure. It appears that you may have not completely advised us of the blood relations...

If the previous attorney's recommendation don't pan out, open a new account with a bank that also provides investment services. A bank that...