Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Tuesday, May 07, 2019
Have a will
Nice article in Bloomberg about a millionaire who did not have a will, nor did he have immediate family. An heir-finding company eventually located nieces and nephews. Lots of colorful detail in the article, I won't spoil the punchline.
No comments:
Post a Comment