10 Lessons Learned When Your Account Holder Dies (Webinar)

Member Fee:  $165 per connection 
Non-Member Fee:  $265 per connection 

Speaker: Debbie Crawford, gettechnical, Inc. 

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When your account holder dies, many issues and questions arise. Who can have information on the account? Who owns the account? Who has access to the account? What happens with powers-of-attorney and authorized signers on an account? Can the spouse of the sole proprietor continue to access the account? What about that last tax refund check? Is the account still insured? Can a check be written to a funeral home? What about the checks coming in to pay funeral expenses? Learn about checks, IRAs, deposit ownership, trusts, UTMA, affidavits of heirship, and other complex issues that can occur when an account holder dies. Join us for 10 lessons you should know before handling a deceased account holder’s accounts.
When
7/16/2020 10:00 AM - 11:30 AM
 

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