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Executors and Financial Privacy Barriers

If you are dealing with one of the large, national banks, be prepared for a frustrating experience. The local branch people are not trained and have little if any, the authority to help you other than to send your documents to the bank law or estate department. Sometimes filing a lawsuit will gain quick action. For more information about Executors and Financial, contact our law firm and call us today at 908-751-1551.

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Executors and Financial Privacy Barriers

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  1. Executors and Financial Privacy Barriers One of the more challenging problems faced by an executor of an estate, or, by any fiduciary, is the security barriers set in place by banks and other financial institutions to obtain information and accounts. Know the New Jersey Inheritance Tax Rules Before You Begin New Jersey has an Inheritance Tax. There is a tax on inheritances to everyone except a spouse, children, stepchildren and grandchildren. Also, if the estate’s money will go into a trust, or money is left to a charity, usually, Form L-4 can be filed. Contact Us Shanahan & Voigt, LLC 200 NJ-31 #207, Flemington, NJ 08822, USA info@legalcounselnj.com 908-751-1551 www.legalcounselnj.com

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