Widows often face a significant drop in income after the loss of their spouse, and the IRS offers a few important tax breaks that can help mitigate the loss and improve financial stability moving forward.
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Filing a life insurance claim is a relatively simple process and should be done as soon as possible after the loss of your loved one. Knowing the process is underway may lift some of the financial stress during this time and help you prepare to make decisions about the road ahead.
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Whether you are facing the challenge of how to best manage a recent or upcoming inheritance or planning for the transfer of your wealth to the next generation, we are here to help. Allow our team of legacy planning experts to help you put together a plan today to protect those you love now and in the future.
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Do you have questions about what you need to do to and the steps you need to take to claim social security benefits after your spouse dies?
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Losing a spouse or partner is devastating, and it can be overwhelming trying to make decisions about finances while grieving. Here are some important financial moves you should consider after your spouse dies.
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