Kerry M. Kerstetter, CPA (referred to as The Tax Guru by other CPAs around the country) helps capitalists, investors & small business owners win the tax game. See www.TaxGuru.org for much more detailed info.
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Tax Guru-Ker$tetter Letter
Friday, May 05, 2006
Tracking Down Decedent's Things
Q:
Subject: questionWe 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 severalyears 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!!
- posted by Kerry M. Kerstetter, MBA~CPA~ATP~ATA @ 5/05/2006 03:10:00 PM Send this post:
