Dear Bebe,My friend’s brother had a stroke and is now incapacitated. As his agent under his Power of Attorney, my friend needs to take over his finances. She recently went to his bank and was told that the bank will not accept … [Read more...]
Print This PageHelp! My Bank Won’t Recognize Co-Trustees
August 1, 2015 by
Q. My mother named me and my brother as co-trustees of her Revocable Living Trust. She passed away earlier this year in her home town of Abingdon, VA (near the Tennessee border), where my brother still resides. Since then, when it … [Read more...]
Print This PageAsk the Expert: Can Banks Refuse to Accept a Power of Attorney?
August 1, 2015 by
Q. My cousin's parents executed a Power of Attorney naming her and her sister as co-agents. My aunt is now deceased. My uncle, who has dementia, is owner of an investment portfolio with monthly dividends being automatically … [Read more...]
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