Reply to dropping hints about helping financially

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[quote=Anonymous][quote=Anonymous]OP: I'm on her checking account, where she keeps a decent amount of cash. I can't imagine just telling her I'm taking out X amount; she would need to talk to our advisor and have him move things in and out of accounts for tax purposes.

Would it be inappropriate for me to ask our advisor to address this with her?[/quote]

Yes.  Are you an only child?   Fact is a couple can disagree on how much to gift and the recipients were never privy to those conversations.  Your father used to gift and fund generously from joint accounts.   Are all your kids out of college and grad school?  NYC rent was mentioned and your young working adults need help with the cost of living. Did the father do electronic transfers or paper checks?

Your mother now controls the funds in the accounts and decided to stop the flow.   Sounds like you have conversations about her helping financially, she agrees, never follows through.  You state you're on her checking account, likely added post death of father, usually done to always have the funds available [account for bill pay, direct deposit on pension, social security, etc].   You a joint owner [could use $ for anything even a splurge vacation] or POA which should be acting on behalf or primary owner?

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