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Personal Finance (Not Investing) • Hire lawyer for simple probate in Florida?

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You can’t spend from a joint checking account. Those are owned by your brother.
You can with your brother’s help. I know this forum talks a lot about contentious families, but most just want to do the right thing. If the checking account was joint to help pay the mothers bills, many joint owners are happy to use the money to settle the estate
The brother would need to write the checks. PR/executor can't sign for the deceased on a joint account. If the amount is over $18k, that would be gifting, which would require notification to the IRS.

Statistics: Posted by popoki — Sun Jul 07, 2024 9:25 am — Replies 10 — Views 594



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