Timeline for Joint bank account, give money to son/executor without gift tax implications
Current License: CC BY-SA 4.0
6 events
| when toggle format | what | by | license | comment | |
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| Jun 25, 2020 at 21:07 | comment | added | Dilip Sarwate | @DavidSchwartz It is not "you and your son" but "you and his Son" | |
| Jun 25, 2020 at 21:02 | answer | added | Dilip Sarwate | timeline score: 1 | |
| Jun 25, 2020 at 20:46 | comment | added | David Schwartz | If it's a joint account that still has named account holders that are alive, why does the bank care about your grandfather's intent? It's not his money -- it's money that belongs jointly to the account holders. Are you sure this is a joint account and not your grandfather's account with you and your son named as beneficiaries? | |
| Jun 25, 2020 at 20:35 | history | edited | Chris W. Rea |
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| Jun 25, 2020 at 18:47 | review | First posts | |||
| Jun 25, 2020 at 22:09 | |||||
| Jun 25, 2020 at 18:45 | history | asked | JayG30 | CC BY-SA 4.0 |