Inheritance theft can destroy family trust and strip rightful heirs of what they’re legally entitled to—early planning and oversight are essential to keeping your estate secure.
Grief doesn’t stop at the office door—losing a loved one affects concentration, energy and emotional health, making it hard to perform at work while mourning.
Few know the complex federal and state laws governing outstanding debts from a deceased spouse. Some may fall victim to paying bills that they are not legally responsible for.
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
If the strategy is executed properly, an individual can disclaim interest in an inherited IRA and avoid any of the gift and income tax consequences associated with receiving the property.
However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.
