What Surviving Spouses Must Address When Their Spouse Dies

Описание к видео What Surviving Spouses Must Address When Their Spouse Dies

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00:00 Legal Matters When Your Spouse Dies
0:16 Nine Components To This Presentation
1:04 Opening Comments
3:39 Things To Handle Immediately
8:56 The Portability Election
19:55 Whether There Is A Need For Probate
28:13 Review Deceased Spouse's Estate Documents
31:42 Before The Surviving Spouse Puts All Assets In Their Name
37:50 Determine The New Stepped-Up Basis
43:33 Revisit And Update Surviving Spouse's Estate Documents and Beneficiary Designations
45:50 Summary
49:11 Chat and Q&A

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