This the feature article from our Issue #2, 2024 FIRMA FORUM Newsletter. Members can view the entire issue, and past issues, in our archive
By David E. Redding
The advent of online access to investments has undoubtedly streamlined our financial management, offering convenience in checking balances, executing trades, transferring funds, and accessing a myriad of other services that previously required human intervention. Yet, these advancements have also introduced complexities for surviving spouses or executors tasked with locating a deceased person's assets. Read More...
