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How a NY Executor Marshals Bank Accounts and Brokerage Assets

By Roman Aminov, When a will is admitted and the court signs off, families often assume the hardest part is behind them. The executor is holding a document called Letters Testamentary, and the relief is understandable. The real work, though, is just starting. Everything the decedent owned still sits exactly where they left it, and […]

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How a NY Executor Handles Jointly Owned and Payable-on-Death Accounts

By Roman Aminov, When families sit across from me after a loss, they often assume the executor controls everything the deceased owned. I gently correct that. Some of the largest accounts a person leaves behind never pass through the estate at all, and understanding why is one of the most important things I teach a […]

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