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Estate Planning and Administration

Analyzing Authority Under a Power of Attorney

Posted on by Matthew Yanovitch

Financial institutions are routinely presented with powers of attorney and asked to transact business with the agent presenting the document.

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Dealing with Appropriate Parties to Avoid Liability Following the Death of a Bank Account Holder

Posted on by Matthew Yanovitch

Following the death of a bank account holder, family members often step forward to claim the assets in the decedent's account.

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