Brian | Calm Money Coach
Region: CA
Thursday 04 June 2026 19:46:29 GMT
18092
499
34
195
Music
Download
Comments
ItsMeYourMom :
Clarification please on the statement that a joint account saves probate fees. My name was on my mom’s acct. My brother and I, as her executors and 50/50 beneficiaries are in total agreement that, after taxes and expenses, the remainder will be split between us. But will her estate NOT have to pay probate fees on the amount in the account at the time of her death?
2026-06-04 21:36:21
1
indigirl47🇨🇦 :
It ticks me off that the bank - which is in the perfect position to set out the intentions of the parent - doesn’t get the information when the account is made joint.
2026-06-05 04:08:03
3
Karl Mamer :
What if my mother and I have a joint account and we have both been making deposits to the account. But over the years we have no clue who put in how much?
2026-06-05 00:32:57
1
angelica7077 :
Great advise
2026-06-06 04:11:48
1
Mic Elle 🇨🇦 :
My brother has no idea my joint account with my mom exists. She has written s letter saying it's a gift. So hopefully I don't have to deal with this
2026-06-06 15:18:11
2
Lori :
I have a couple yrs old letter from a lawyer and one currently from a doc saying my dad can make decisions about his finances. Is that enough to be his only beneficiary? He has given them money already and has a little left over.
2026-06-05 04:14:17
0
Sarah :
Would the spouse of the child be entitled to anything in the account in the event of a divorce?
2026-06-06 21:21:34
1
Volleypiano :
I have two sisters. Should we put all three of our names on the accounts?
2026-06-05 12:57:41
1
Magnus Chen :
what if no will?
2026-06-04 21:59:47
1
nfera71 :
What’s the point of JTWROS?
2026-06-05 01:27:12
0
bridgestonelaw :
Agree with everything and would add just one more point…let your lawyer know your intentions on the joint account. A competent lawyer puts a memo to file which can later be used in court to ascertain intent.
2026-06-05 02:37:35
1
Martha Z Mints 🇨🇦 :
It always goes to the estate and follows the will. That’s what an executor takes care of.
2026-06-05 02:42:04
0
Martha Z Mints 🇨🇦 :
A will is always needed!!! By a lawyer!
2026-06-05 02:43:16
0
StevePDS 🇨🇦🍁🇨🇦 :
We added all 3 siblings names on the accounts, it made it so simple. We all had online access, when the time came we simply transferred our share to our individual accounts. No probate, no bank involvement. Then closed all the accounts.
2026-06-04 22:48:37
7
🇨🇦🇨🇦 :
My grown daughter is my executor so I’m forwarding these videos to her but I learned something major here. I’ve put both my daughters on my bank accounts so they can have access to my money immediately. My RRIF & LIF has them as beneficiaries. Did I do something wrong? This is laid out in my will.
2026-06-05 04:10:31
2
harlow :
How does a father protect his children’s inheritance if he is remarrying a woman with children?
2026-06-05 00:48:32
2
peggles44 :
do a pod instead
2026-06-05 04:29:54
1
Philly Bnd :
thanks this video is very informative. question...open death on a jointly owned account its automatically determined no probate fee by the bank?
2026-06-06 20:16:27
0
Kelvin 🇨🇦 :
This is exactly my situation. I have 2 brothers and I am executor for my mom and I am on her bank accounts. She has a will and everything gets split! she is leaving her house and property to the 'family'
2026-06-07 16:48:04
0
- :
Just move everything to your own account after 🤷
2026-06-08 06:02:40
0
Tik Toker :
😅😅😅
2026-06-04 20:03:21
1
Linda jeane :
Following @Brittany Ross transformed me
2026-06-05 17:14:30
0
To see more videos from user @calmmoneycoach, please go to the Tikwm
homepage.
