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My wife’s irrevocable trust has been receiving checks for 20 years — but her trustee recently died and the bank locked the account. How do we regain control and keep funds ...
Kelly-Anne’s uncle passed away and the bank has now locked the trust’s bank account. Considering that there’s a substantial amount of money in the account, Leonar ...
I held power of attorney for my late brother. Can I withdraw money from his bank account to give to his favorite charity?
He honestly believed the power of attorney was also the beneficiary of this account, so a beneficiary was not listed.” ...
I’m administrator of my sister’s estate. Her bank won’t tell me the names of her beneficiaries. Is that legal?
“The bank generally does not have an obligation to notify a beneficiary of their designation as such on a bank account unless ...
Six Reasons to Disinherit Someone and How to Do It
Whether you're navigating a second marriage, dealing with an estranged relative or leaving your assets to charity, there are ...