» Brokerage Accounts

Tips on Transferring Your Parents’ Brokerage Accounts After They Die

August 3rd, 2015
Only two months after launching a helpline for seniors, FINRA has received a number of calls from stressed family members with questions about the transfer of brokerage account assets upon death, so it has released an extensive investor alert dealing… Read More
Read More
Categories: Estate Planning, Power of Attorney, Probate, Will
Tags: Asset Protection, Brokerage Accounts, estate planning, Estate Planning Lawyer, Inheritance, Probate Attorney, Tax Planning, Transfer on Death (TOD), Will Changes