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Financial Planning in the First Year of Widowhood
Best Practices May 17, 2024 at 01:21 PM
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What You Need To Know
- While it's important not to rush into discussions about finances after a spouse's death, some tasks, like filing the final joint tax return, can be time-sensitive.
- Review the late spouse's estate planning documents to ensure that no assets are overlooked.
- Help your client deal with any inherited IRAs and to retitle assets into their own name.
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