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Lane
Lane, JD, CFP, MBA, CRPS
Category: Finance
Satisfied Customers: 10143
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
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I need someone who familiar with a death of a family member

Customer Question

I need someone who familiar with a death of a family member with assets like life insurance, stocks, ira, bank accounts, etc. that will be divided equally between two people. I need help with filling out the claim forms, tax preparation, etc. Can anyone help?
Submitted: 5 months ago.
Category: Finance
Expert:  CGCPA replied 5 months ago.

Pretty much any of us here can assist you but I think your needs would be best served by seeking out a local CPA, tax attorney or EA. There will be many questions and a good back and forth discussion is a big help in these matters.

Expert:  Lane replied 5 months ago.

Hi,

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As the other expert mentioned there is A LOT to deal with here.

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I'd be glad to make an offer for a phone consult to help walk you through it and then see qwhat needs to be done next.

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Watch for the offer, and if you accept, I'll enter the office phone and we can go from there.

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Lane

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have a law degree, (Juris Doctorate), with concentration in Tax Law, Estate law & Corporate law, an MBA, with specialization in financial accounting & tax, a BBA, and CFP & CRPS designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, since 1986

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