Tax Guru – Ker$tetter Letter

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Tracking Down Decedent’s Things

Posted by taxguru on May 5, 2006

 

Q:

Subject: question
 
We need to help a family member track down his assets (bank accounts, CDs, etc.)  His wife had taken care of all this, and since her death several
years ago, he has lost track of important details.
 
Do you have any suggestions as to who we might hire to help us do this on his behalf?
 
Thank you,

A:

It’s been a while since I mentioned Mark Colgan’s excellent resource for people in your situation, his Survivor Assistance Handbook.  It is packed with tips on how to take care of matters such as tracking down a decedent’s various assets. 

You can order the handbook from Mark’s website. 

Good luck.

Kerry Kerstetter


Follow-Up:

Thank you so much for your helpful reply!!
 
 

This entry was posted on May 5, 2006 at 2:10 PM and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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