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QUESTION

Joint acount upon my moms passing

Asked on Apr 20th, 2019 on General Practice - New York
More details to this question:
If I am joint on an acount with my mom. And she passes away, do I have to put this acount in an estate acount or is it mine?
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1 ANSWER

Sharon M. Siegel
Estate Planning Attorney serving New York, NY
Partner at Siegel & Siegel, P.C.
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It is yours.  No need to file anything.  But I always recommend you close the account and open another or move the funds to your account.
Answered on Apr 20th, 2019 at 4:06 PM
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