Columbus, OH asked in Elder Law, Estate Planning and Probate for Ohio

Q: Looking for legal advise concerning my family rights.

Looking for legal advice concerning my family rights. Situation as follows.

Younger sibling has medical and financial power of attorney for my mother.Sibling refuses to divulge financial information concerning investment portfolio,IRA and other current assets as well as a copy of the last will and testament. In addition I have concerns about possible mental abuse directed to my mother by my sibling.

1 Lawyer Answer
Anthony C. Satariano
Anthony C. Satariano
  • Estate Planning Lawyer
  • Xenia, OH
  • Licensed in Ohio

A: Your sibling is under absolutely no legal obligation to share any financial information with you regarding your mother's assets if she is still living.

As far as the will, the same is true. However, if your mother has passed or does pass, then as a lineal descendant you would have rights to review, contest, and/or analyze the will and other documentation related to your mother's estate.

Elder abuse or undue influence can be a addressed in many, many ways depending on the facts and circumstances. I suggests an attorney to discuss the specifics of your concerns.

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