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Thank you all for the good information. Sounds like I need to consult an attorney to see what my legal rights are as a beneficiary. My biggest question is about transparency. If my mom has been deemed incapacitated by Dementia, and I am not being able to have any knowledge or access about...
Florida
In 1997 my Mom created a Revocable Trust in the state of Florida of which I am one of 3 beneficiaries. The trust holds a significant amount of stocks. My brother is named as a Successor Trustee in the event of my mom’s passing or incapacity. In early 2022 she was diagnosed with...
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