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Hooper Law Office,LLC Estate Planning Blog

Wednesday, January 2, 2013

My mom just died leaving me in charge of her estate. I have no idea what assets she had so where do I start?

 

Look through financial records, account statements, deeds, any evidence of debts owed to her and last year’s taxes to get a basic idea of what assets she held at the time of her death. Additionally, her trusted financial advisor can be invaluable at this time. The person has in-depth knowledge of her assets and he or she can provide counsel regarding your various payment, withdrawal, tax, and investment options.


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