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"The banks are quick to freeze funds and force you to open estate accounts and consolidate monies there. It is by design. Their goal is to retain control of the monies and then refer you to one of ...
A transfer-on-death account is an arrangement that allows the assets held within a brokerage account or bank account to pass directly to a named beneficiary upon the account holder’s death, thus ...
An estate can include bank accounts, property, investments, businesses, furniture, vehicles and more. The local probate court will take stock of these assets and distribute them to any legal heirs ...
A custodial account is a financial account (such as a bank account, a trust fund or a brokerage account) set up for the benefit of a beneficiary, and administered by a responsible person, known as a legal guardian or custodian, who has a fiduciary obligation to the beneficiary. [1]
To accomplish that, the augmented estate is calculated by combining the value of the probate estate with such things as the value of gifts given by the decedent to third parties, property or accounts held in survivorship estates (such as a joint bank account, the proceeds of which would pass to the survivor among the account holders), the value ...
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