Reply To: Capital held for somebody else

#284370
pbirks
Participant

remeber Father Ted and the phrase ” that money was just resting in my account…….”

whu/how long is she holding it for her son? why isnt he able to hold it? does she have POA for the son… think the startin g point is, that we treat money in an account in her name as her money and she is welcome to advise/explain why that isnt correct or appriopriate and she what sdhe comes back with