Event Calendar

Wednesday, December 1, 2021

Webinar - Your Depositor Has Died: Actions to Take, Mistakes to Avoid

Start Date: 12/1/2021 9:00 AM MST
End Date: 12/1/2021 10:30 AM MST

United States 

This program will take you on a journey through all types of deposit accounts and explain how to handle them at death. What are the risks? Can you take names off accounts? What happens with tax reporting? Many legal questions will be asked and answered during this intensive webinar. Join us to learn the actions to take and mistakes to avoid.


Preferred Providers