In Massachusetts, can a minor who has turned nineteen, take money from her UTMA passbook savings, or can only the custodian do this, no matter how old the child is?
Can TXUTMA account have a POD?
Can the executor of an account deposit personal checks into the estate account?
What is the rule on returning checks when a Social Security recipient dies?
What do regulators want us to check for to satisfy stress testing requirements?
How can we stress test if we don’t have all of our data in a single database?
Can an Administrator or Executor add a second signer to an estate account?
A customer passed away and his daughter wants to close his accounts and get a cashier’s check. Does the check have to be payable to an estate?
Is an estate eligible for an interest bearing checking account?