Your Client died - Now What??
Tibby Llewellyn, EA, ATA (Accredited Tax Advisor) manages her multi-person practice in Savannah specializing in Estates and Trusts. She will begin with an overview of the process and then run through a few common scenarios.
For example, deceased client has an IRA account but no specified Beneficiary - How does the Executor of the estate proceed ?
Contact GAEA
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