Perhaps you won’t be involved in settling an estate. However, if you are involved, there are usually only a few details left by the ninth month after the death. The most important is to file and pay estate and gift taxes, if required.
Right now, the future may seem very far away. When you’re grieving, feeling emotionally off balance, it’s natural to feel overwhelmed by practical matters that need attention. Try to take things one step at a time. Focus on what needs to be done right away, today; and then tomorrow; and then the day after. Before too long, the list of things to do will look more and more manageable.
While we’ve tried to address most of what needs to be done after a loved one dies, many situations will be unique. For more detailed guidance on what to do after a death, you may want to seek legal or other professional advice.
The tax information contained herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. TIAA-CREF or its affiliates do not provide tax or legal advice. Taxpayers should seek advice based on their own particular circumstances from an independent tax or legal advisor.
The material is for informational purposes only and should not be regarded as a recommendation or an offer to buy or sell any product or service to which this information may relate. Certain products and services may not be available to all entities or persons.
TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., distribute securities products.
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