Having a loved one die is already hard, but not knowing which legal documents you need to find is even harder. What are these documents?
Read More »When is an Estate Subject to State Death Taxes?
In the United States, certain states collect a death tax based on the value of the deceased person’s estate and who inherits it.
Read More »What to Do with an Inherited IRA
RAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins to take distributions, usually after reaching age 70 ½.
Read More »Financial Smarts Peak at 50, Here’s How to Protect Your Older Self
Financial Smarts Peak at 50, Here’s How to Protect Your Older Self.
Read More »What Documents Do You Need to Find After a Loved One Dies?
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:
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