I'm specifically looking for information that pertains to Indiana & Ohio (he might have some account in Cincinnati). My grandfather's health is declining, and none of us (including our grandmother) have any inkling as to his financial history, records etc. We don't even know if he has a will. Short of getting a power of attorney, is there a way we can get this information? We just want to make sure he doesn't go into debt because of his declining health.
2007-06-14 15:35:44 · 8 answers · asked by alwaysstagecrew87 2 in Business & Finance ➔ Personal Finance
No, you dont have any way. But- your grandmother does. If she's a willing participant, she should have access to the financial records as a joint tenant. If you guide her through the process, you might be OK. Is there a reason that old grandpa isnt willing to give you this info?
2007-06-15 08:35:13 · answer #1 · answered by bmwdriver11 7 · 0⤊ 0⤋
This is a disaster looking fora place to happen.
I'm in PA. so I have no idea about the laws of OH or IN.
Perhaps you should see an attorney, and start searching for wills, ins policies, army discharge papers,NOW!
IF your grandfather is a VET there may be VA benefits,but you need his discharge papers to prove it.
I have no idea who you are, male, female,married, single,whatever, or what property you own or don't,. May I suggest you get your own personal act together, so if this happens to you, you won't leave a disaster behnd.
(rememberTerrySchaivo.))
Good luck.
2007-06-14 16:26:37 · answer #2 · answered by TedEx 7 · 0⤊ 0⤋
a employer does not might desire to take a widely used POA and can require a definite POA in the event that they so choose. issues dealing with the army at the same time with Housing, DEERS, Finance etc have constantly (interior the 17 years we've been in in any case) required a definite POA. you could no longer get carry of yet another POA including your cutting-edge one. Your husband will might desire to bypass to JAG there. Then get one performed and deliver it to you.
2016-10-09 05:58:11 · answer #3 · answered by ? 4 · 0⤊ 0⤋
I'm sorry, but this do not look normal, maybe he did not want you to have anything, otherwise he would have a will. And were the bank statement coming on what address? Something wrong here.
2007-06-14 15:47:28 · answer #4 · answered by reality 6 · 0⤊ 0⤋
In order to do this legally, you will either need a power of attorney, or move to have him declared legally incompetent. Short of either one, you will have no legal way of accessing those records unless he willingly provides them to you.
2007-06-14 15:38:38 · answer #5 · answered by acermill 7 · 0⤊ 0⤋
with out a power of attorney your helpless because of privacy issues
2007-06-14 15:38:34 · answer #6 · answered by Dr.Bucksnort 7 · 0⤊ 0⤋
his own wife doesn't know if he has a will?
she had NO mail coming in with bank statements, IRA's, stocks....etc
seems rather odd
2007-06-14 15:40:55 · answer #7 · answered by Mopar Muscle Gal 7 · 0⤊ 0⤋
No.. no chance in hell.
2007-06-14 15:40:20 · answer #8 · answered by Frank K 2 · 1⤊ 0⤋