Unfortunately, all sorts of tellers, clerks, customer service representatives, brokers, account managers, and other employees of financial institutions give customers advice about how to title accounts and name beneficiaries. This wreaks havoc with many estate plans and causes problems. New Account Forms at financial institutions routinely ask you to name a beneficiary. Do not feel… Read More
Month: April 2009
Penn State Cooperative Extension-Centre County publishes the Central Pennsylvania Forestry blog. This post, Newly Released Estate Planning Guide, announces a new resource for owners of timberland, who have there own unique estate planning issues. The guide comes from the U.S. Department of Agriculture, Forestry Service, Southern Research Station. Find it here: Estate Planning for Forest Landowners:… Read More
We wrote about this before here. Prof. Gerry Beyer has compiled a list of commercial services that help to solve the problem of finding a decedent’s passwords. Check out his post.