Question: Who is responsible for keeping the bank records of the deceased, the executrix or professional fiduciary? Response: The executrix (also known as the “personal representative”) of the estate has all the legal responsibility related to estate or probate matters, but they may delegate certain duties. The term “professional fiduciary,” however, is a bit confusing […]
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The Baby Boomers Guide to Trusts
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Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.
Since then, he and his firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.