Tag: administration of estates

Freedom of testation

In your will, you have the freedom to distribute your assets to whomever you choose. This means that you can determine who will receive your...

How to FICA a Deceased Estate

One of the questions we frequently get asked is “How to FICA a Deceased Estate”. Below we will explore what a Deceased/Late Estate is and what Customer Due Diligence (CDD) documents and disclosures are required from an Accountable Institution’s perspective to FICA…
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