Recent content by mountainsailor

In NC anything that has beneficiaries, is POD or TOD does not go through probate.

Unfortunately yes

Yes, this experience has changed some of my decisions and Ive made all my siblings make sure they have beneficiaries. Mom had my dad still listed as beneficiary and he passed 5 years ago. I feel bad that I didn’t follow up after requesting beneficiary change forms. She had some accounts that...

Thanks folks! No beneficiary on a couple of accounts, so yes to probate. I will hold off on anything else till I talk to the accountant. It sounds like I should move the $ into the estate account and then deal with it there until I get some definitive answers.

I apologize if this has been answered somewhere else. I am mostly a lurker and have found invaluable advise here. My mom passed unexpectedly at 89 in May and I am the executor of her estate. Things have been going smoothly and I do have her lawyer to consult with, but her accountant is out of...

On a sailboat in Fl and Bahamas for the winter and WNC for the other 6 months. The best of both!

We would fall into the category of old dreamers! I'm reading this from aboard our sailboat in Green Turtle Cay Bahamas! we spend 6 months on the boat and 6 months in the NC mountains. There are a few young folks and young families traveling by boat (a few working from the boat) but the vast...