Start Date: 10/9/2024 9:00 AM MDT
End Date: 10/9/2024 10:30 AM MDT
Location:
United States
Your accountholder is deceased. Now what? This webinar will explain how different legal ownerships have different results at death. Not every account has a beneficiary designation, so what comes next? You’ll learn about rights at death on accounts and how to transition ownership to an estate when appropriate. The program will also cover insurance changes, IRS reporting requirements, handling checks at death, and dealing with business accounts after death.
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