When a bank's customer dies, a patchwork of rules and regulations that vary by jurisdiction create a potential nightmare for ...

Navigating the financial affairs of a loved one who has recently died can be a tricky and complicated. This process includes unraveling the fate of any bank accounts the person held, which depends on ...

Naming a bank account beneficiary ensures your money goes straight to your loved ones without getting tied up in costly, time-consuming probate. Most banks let you do this through a “Payable on Death” ...

Under Pennsylvania law, joint accounts are generally presumed to be non-probate assets that pass directly to the surviving account holder(s). However, this presumption can be challenged if there is ...