It may not seem like it, but there are a lot of things to consider when dealing with a loved one’s death beyond funeral arrangements. One must be prepared to notify heirs and/or beneficiaries, safeguard and distribute the decedent’s assets, pay off any outstanding obligations, and manage the liquidation of investment portfolios, retirement funds and […]

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Posted in Estate Planning - Wills, Trusts, and Probate, Fiduciary | 1 Comment »