Mark Henricks has written on mortgages, real estate and investing for many leading publications. He works from Austin, Texas, where he engages in songwriting, wilderness backpacking, whitewater ...

Navigating the financial affairs of a loved one who has recently died can be a tricky and complicated. This process includes unraveling the fate of any bank accounts the person held, which depends on ...

Don’t allow investment accounts get frozen upon your death. Assign a beneficiary, set up a living trust, organize key documents & consult an estate attorney.

Joint bank accounts offer convenience for couples and families, but they can create unexpected tax complications when transactions like fixed deposits are reported under both account holders’ PANs.

After the holder of a sole-owned bank account dies, the account may go to a designated beneficiary or be handled by the executor of the estate. Joint accounts often have rights of survivorship, but it ...

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