Losing a loved one is always difficult, especially if they handled the financial decisions. Don't let a morass of confusing estate tax returns and financial decisions make this time harder than it has to be. The question we always hear is, "Where do I begin?"
Whether your loved one had legal planning in place or not, if you will be the one responsible for the trust administration or probate of their estate, there are steps you should take first.
If you would like more information to help you, a family member or a friend navigate tax, legal and responsibilities after losing a loved one, please request a helpful checklist.
Watch Dennis Discuss What To Do When You Lose A Loved One