$299.00
- Format:Webinar
- Education Type:BCU Webinars
- Line of Authority:N/A
- Language:N/A
- Credit Hours:N/A
Description
These are just some of the questions you face when your account holder dies. Who can have information on the account? Who owns the account? What has access to the account? What happens with powers of attorney and authorized signers on 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 expense? Learn the answers to these questions and more during this informative session.>/p>
What You'll Learn
- Probate versus non-probate transfers • When does the will govern and when does the signature card?
- What bypasses a will? Trusts, IRAs, JTWROS?
- Living trusts and successor trustees • When do we know that an account holder is deceased?
- When can we use small estate affidavits? • What happens to powers of attorney, authorized signers, etc.
- How are IRAs, HSAs, and UTMAs affected?
- Do sole proprietorships cease at death?
- FDIC insurance issues
