Loss of a Loved One

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Distributing Your Assets Your Way: Using Wills and Revocable Trusts in Your Estate Plan


Portability Is Here to Stay: Estate Tax Exclusion Can Be Good News for Spouses

Exclusion is $5.34 million for individuals and $10.68 million for married couples.

Social Security Benefits for Surviving Spouses

For many people over the age of 50, Social Security is one of the most important sources of income they’ll have in retirement.

How Should You Leave Your Assets Behind?

When planning your estate and deciding who is to get what assets, consider how to distribute those assets – by giving it to your loved ones all at once or using a trust to distribute the assets over time.

Loss of a Loved One: Within the First Month

Not every survivor needs an attorney, but a good probate lawyer can solve many problems more easily than you can alone.

Loss of a Loved One: During the First Three Months

After the death of a loved one, you may need to transfer ownership or change the title on property, or modify documents.

Loss of a Loved One: Three to Six Months

Depending on the estate, you may want to find a tax accountant to help you coordinate with your attorney.

Loss of a Loved One: By Month Nine

There are usually only a few details left by the ninth month after the death — you may need to file and pay taxes.

First Steps for Recovering Financially After a Loss

To apply for benefits, the first thing you’ll need to do is gather paperwork.

Preparing for the Unexpected - Widowhood

The statistics are telling: Women age 65 and over are three times as likely as men of the same age to be widowed.

Beneficiary Designations

When you started contributing to a retirement plan, you named your beneficiaries. Do they need to be updated?

Disclaiming Inherited IRAs

A recent IRS revenue ruling gives greater flexibility to certain investors who inherit IRAs.

Life Insurance Planning for a Single Parent

If you are single with children who depend on you, life insurance can help you provide for their needs into the future.

Insurance Checkup: After the Death of a Loved One

It is not easy losing someone you love. When the time is right, do what is right for you and your family by taking the steps necessary.

Need Financial Help?

Experiencing a Life Event?

Financial Essentials Workshops & Webinars

  • Money at Work 1: Foundations of Investing

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