If you have ever had to deal with stocks that you inherited, then you know what a pain it can be to change ownership over to your name.
You probably had to:
Figure out which stock transfer agent was managing those shares (ex. Computershare),
Figure out which forms that transfer agent needed you to fill out,
Go to...
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Heard in the Office: “My Mom Named Me ‘Executor’ in Her Will and the Court Sent Me Some Paper about Being ‘Personal Representative.’ I Don’t Get It.”
Huge vocabulary switch, it’s going to take all of us a very long time to get used to. This spring, the legislature cleaned out 200 years of laws concerning how we probate wills and estates and replaced those laws with a brand new set called the “Massachusetts Uniform Probate Code” (MUPC).
One of the many...
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My Spouse Died – What Do I Need to Do to Protect Myself?
After a spouse dies and the family gets through the funeral, the immediate concern is to square away the couple's assets and make sure the surviving spouse has enough to live on. After that, there is one more step to take: protecting yourself.
One area where you need to be proactive is to consider who...
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My Spouse Just Died – What Do I Need to Do with Our Assets?
Clients often come in bewildered about what they need to do with bank accounts and other assets after a spouse has passed away. People are always the most concerned about the home.
The good news is that there is usually very little to do. Spouses typically hold most of their assets "jointly." This means that...
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