Kamis, 15 September 2016

Things don't happen automatically. That's why we have executors.



Today I met with a client who was upset and angry that the stocks and bonds owned by her father had never been transferred into her mother's name. Her father had died without a will and there was nobody in charge of the estate. My client was mad at the transfer agent who registers and trades stocks because they hadn't changed the name. When I asked how on earth the transfer agent would even

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