US Estate Tax Tips for Non-US Persons and Their Advisors
ACTEC Trust & Estate Talk
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Importance of Transfer Certificates in Releasing Funds and Accounts
The chapter delves into the significance of transfer certificates, particularly form 5173, in facilitating the release of funds and accounts by financial institutions post an individual's demise. It highlights the role of these certificates in verifying estate tax obligations have been met, subsequently enabling the smooth transfer of assets to the designated recipient or family.
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