Book Yoda. Business & Investing.

My mother recently passed away and I am now the sole trustee. My father, who is still living, is the grantor. I need to advise several financial institutions with whom we have investments of this change. Is there a form that I need to request or particular department that I need to contact at each institution.

I have prepared copies of all the legal documents (POA, Trust, my mother's death certificate, etc.), but I need to know what to do next.

You need to write a letter to the financials institutions or call them and find out hwo do you need to talk to in this matter.

2008-09-17 10:41:35 by Edward T

President Obama calls for new restrictions on the size and scope of financial institutions to rein in excessive risk-taking and protect taxpayers ...

I know that financial institutions may include banks (the bank of england / commercial banks), insurance companies, stock markets but I was wondering if economic institutions are classed as the same things?
Nor have I, that's what's confusing me!

Sorry; I have never heard the term "economic institutions" I'll see what I can learn.

Here’s one definition, but it seems pretty loosey-goosey
http://www.econlib.org/library/Topics/HighSchool/EconomicInstitutions.html
These sites seem to think they are the organizations that study economics:
http://ideas.repec.org/top/top.inst.all.html
http://cei.ier.hit-u.ac.jp/English/aboutCEI/message.html
These sites seems to think they are any institution that is not either a social or a political institution”
http://www.businessdictionary.com/definition/economic-institutions.html
http://www.haas.berkeley.edu/groups/pubs/books/williamson/economic_institutions.html
http://www.museumofmoney.org/babylon/
http://www.nber.org/papers/w10481
And here’s some that seem to know that that phrase must mean something, but aren’t terribly sure exactly what it might be
http://www.allacademic.com/meta/p_mla_apa_research_citation/1/4/3/0/3/p143038_index.html
http://ocw.mit.edu/OcwWeb/Urban-Studies-and-Planning/11-486JFall-2005/CourseHome/
http://econ.worldbank.org/external/default/main?pagePK=64165259&theSitePK=469372&piPK=64165421&menuPK=64166093&entityID=000016406_20060808145609

Well, that phrase looks like another one of those combinations of words that seems like it ought to mean something real, without forcing the user to be pinned down to much of anything specific. These sorts of things are really popular with academics and politicos, but doesn’t seem to be of much use to the general populace.

2009-01-13 06:18:08 by carlene_xo

I am having trouble with the logic of this. The U.S. gov. owes over $500 billion to Japan and over $500 billion to mainland China. These countries lent the money not because they love us, but to make money from us. The current financial crash is a result of overzealous borrowing.

So we are solving the problem by borrowing another $700 billion to pay off the financial institutions that were at the heart of making bad loans.

Am I the only one who sees a problem with this?

Please help me understand.

Let the tax payers pay it back. Thats around $ 23333.33 in additional taxes for each one of us american to pay but just think about it, it has to be more because not every american work. This game they are playing is like chess when you think we got one up on them from the Tax Rebate checks we get hit with this Bull Sh!t. Keep this sh!t up and I'm about to work under the table foreal or move my @ss out of america I always said I wanted to travel this is what happen when america turned into a nation full of GREED.

Pass a bill that would ban bush dumb @ss and his whole family from the white house FOREVER

2008-09-21 14:02:55 by Sampson

a personal financial advisor? Which companies/banks/institutions a person can go at entry level to start on a career of a personal financial advisor? Who are the best out there to begin such a career with a degree in finance?

2007-08-15 22:05:24 by sinceredollars2005

Everybody talks about the amount of money and where it comes from, but nobody is actually giving actual financial institutions that will receive the check. Just the big 2 or 3? Or will the corner bank in the heartland also get some money? Give us company names so we can check out why they failed.

doesn't matter just as long as the corporate powers are fed. Bunch of BS !!!

2008-09-25 04:24:44 by fourlapsfourbeers