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21 Jun 2014, 9:36 am
A survey from Pew Research shows that 51% of American adults bank online and 32% bank using their mobile phones. [read post]
29 Jan 2014, 11:14 am
During the course of estate settlement, a fiduciary is going to collect estate assets such as bank and brokerage accounts that were owned by the decedent. [read post]
25 Feb 2019, 9:45 am by Marsha Tesar
You can also set up a payable-on-death account from your bank. [read post]
10 Jul 2017, 1:56 pm by Administrator
  The current real estate market is fast paced and more complex than ever before. [read post]
A trust company or the trust section of a bank could be engaged to handle the trust administration tasks. [read post]
8 Apr 2015, 2:24 pm by Pulgini & Norton, LLP
More Blog Posts: Massachusetts Appeals Court Sides with Bank in Nantucket Foreclosure Case, Massachusetts Real Estate Lawyer Blog, published March 26, 2015 Massachusetts Appeals Court Upholds ATB Decision in Tax Abatement Case, Massachusetts Real Estate Lawyer Blog, published March 16, 2015 [read post]
10 Feb 2017, 6:00 am by Josh Eisen
Brown, as he then was, said that parties “cannot treat the assets of an estate as a kind of ATM bank machine from which withdrawals automatically flow to fund their litigation”. [read post]
10 May 2010, 7:31 am by Janet Brewer
If the assets in the QDOT total more than $2 million dollars, a bank must act as the U.S. trustee or a performance bond must be posted. [read post]
15 Apr 2024, 7:24 pm by Sabrina I. Pacifici
Via LLRX – AI in Finance and Banking, April 15, 2024 – This semi-monthly column by Sabrina I. [read post]
4 Jan 2016, 12:18 pm by Kenneth Vercammen Esq. Edison
 This means that is your responsibility to diligently search for any readily ascertainable creditors.Other duties/ Executor to DoBring Will to Surrogate Apply to Federal Tax ID #Set up Estate Account at bank (pay all bills from estate account)Pay BillsNotice of Probate to Beneficiaries (Attorney can handle)If charity, notice to Atty General (Attorney can handle)File notice of Probate with Surrogate (Attorney can handle)File first Federal and State Income Tax… [read post]
12 Nov 2018, 5:00 am
Commercial Real Estate Loan Documentation Best Practices PART 1:  Commitment Letter Following credit approval, the formal real estate lending process typically starts with a commitment letter which seeks to establish the primary specific terms and conditions of the proposed financing. [read post]
12 Mar 2022, 2:20 pm by Karen Ware
Here is a good example: Sometimes people who are afraid of bank levies from creditors will start depositing their paychecks in a bank account under someone else’s name. [read post]
22 Mar 2012, 1:33 pm
Bank of America's culture of greed from the top down has been a major factor in the real estate collapse and the resulting economic recession. [read post]
11 Nov 2010, 1:29 am by atussey@mortgagefraudblog.com
In connection with the guilty plea, the court was advised that Buchko, who is an attorney specializing in real estate transactions, participated in a bank fraud scheme related to a property in Coraopolis, Pa., in June 2009. [read post]
24 Nov 2015, 6:30 am by Robert Kulas
You can, for example, keep it in a secure place in your home, keep it in a bank safe deposit box, or keep it with your lawyer. [read post]
When you open a bank or brokerage account, you can add a beneficiary to the account. [read post]
1 Jun 2014, 6:00 pm by Yale Hauptman
  It was a general durable power of attorney, giving Mary the ability to do banking on Mom’s behalf as well as other actions she might need to take in the future, such as accessing retirement accounts, life insurance policies, and real estate. [read post]