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What to Do Financially After a Death in the Family: The Decisions That Matter Most (and What Can Wait While You Grieve)

When a spouse dies, wrapping up their financial affairs too quickly can make your own life more complicated. In fact, few decisions must be made right away.

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When a spouse dies, wrapping up their financial affairs too quickly can make your own life more complicated. In fact, few decisions must be made right away.

Planning context

Why it matters

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Trusts

Revocable Living TrustIrrevocable TrustThird-Party Special Needs Trust

Taxes

Federal Estate TaxFederal Gift Tax and Form 709Generation-Skipping Transfer TaxIncome-Tax Basis at DeathState Estate and Inheritance Taxes

Administration

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Tools

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