Clients often come in bewildered about what they need to do with bank accounts and other assets after a spouse has passed away. People are always the most concerned about the home.
The good news is that there is usually very little to do. Spouses typically hold most of their assets "jointly." This means that...
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Afraid That You Don’t Have Much of an Estate to Leave to Your Disabled Child?
Many parents worry that when they die their estates will be too small to provide much care for their disabled child. One solution is to purchase “second-to-die life insurance.” These policies are relatively inexpensive, and the company pays the death benefit only after both of the people insured have died.
Usually purchased by spouses,...
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