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Eldercare
Reply to "How to move items into a trust??"
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[quote=Anonymous][quote=Anonymous]Why should we remove name from bank account? My mother added me just in case she was incapacitated. Trying to plan as well.[/quote] Raises hand — if your mom gets scammed and her bank account is drained and then some, you will be liable for any overdrawn monies if you are(?) a joint account holder. Mom has been taken to the cleaners … twice. Once in her late 50s then again late 60s. We’ve helped a few people who came close to being scammed but one of them got taken too. Sweet heart type scams and you owe Amazon scams and the scariest … a loved one is in need of immediate medical attention due to an accident. [/quote]
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