Legal Question in Wills and Trusts in Florida
We invested money with a financial advisor and he died. His estate was frozen and now we can't get to our money. He was the only one overseeing our account what do we do now?
Asked on 2/28/13, 7:05 pm
3 Answers from Attorneys
Barry Stein
De Cardenas, Freixas, Stein & Zachary
The money was invested and is in the name of the financial advisor only? Sounds like a problem. You should contact an attorney and file claim as soon as possible.
Answered on 3/01/13, 5:22 am
Lucreita Becude
Lucreita D. Becude, P.A.
I am with Mr. Stein on this one. If you invested money and the investor placed in his name, you have nothing. Run...........to an attorney.
Answered on 3/01/13, 10:23 am
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