Skip to main content

Estate Legal Matters To Deal With When Your Spouse Dies


Get started creating your estate plan with MyAdvocate.com by clicking the link below! Documents valid in all 50 states. -- Sometimes, after a spouse dies, the surviving spouse assumes that they don't need to tend to any estate legal matters. While every situation is unique, the following is generally what should happen after a spouse passes away. Within a couple of weeks after your spouse dies, you should determine whether a probate is necessary. Take a look at real estate titles, bank account titles, brokerage account titles, and vehicle registration or titles. If assets such as these are in the name of your deceased spouse, you may need to see an attorney about conducting the probate to clear up the frozen assets and remove your deceased spouse's name from these assets. Once death certificates arrive, complete the handling of those beneficiary designation items, such as annuities, life insurance, IRAs, and other retirement accounts. If your spouse, or you and your spouse, created a living trust, there may be no probate necessary. But many joint living trusts require that upon the first spouse's death, the joint assets be split into the Deceased Spouse's Trust and the Surviving Spouse's Trust. So, don't be afraid to ask questions. If you get help, get the right help. And while you may not want to immediately make major financial and contractual decisions, it is prudent to handle the matters addressed in this post promptly. For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship. Paul Rabalais Estate Planning Attorney...(read more)


LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
https://inflationprotection.org/estate-legal-matters-to-deal-with-when-your-spouse-dies/?feed_id=43863&_unique_id=63835750850a4 #Inflation #Retirement #GoldIRA #Wealth #Investing #ABTrust #Deceasedtrustandsurvivortrust #Dividelivingtrust #Dividelivingtrustwhenspousedies #Dividerevocablelivingtrust #Firstspousedieslivingtrust #Legalmatterswhenspousedies #Livingtrustestatetax #Probateuponfirstdeath #Spousetrusteeoflivingtrust #Whattodowhenspousedies #SpousalIRA #ABTrust #Deceasedtrustandsurvivortrust #Dividelivingtrust #Dividelivingtrustwhenspousedies #Dividerevocablelivingtrust #Firstspousedieslivingtrust #Legalmatterswhenspousedies #Livingtrustestatetax #Probateuponfirstdeath #Spousetrusteeoflivingtrust #Whattodowhenspousedies
Labels:

Comments

Post a Comment

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for ...
Post a Comment
Read more

Birch Gold Group Review 2023 – Best Gold IRA Company? Pros and Cons

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. See chapters in the description. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Chapters: 0:00 - Intro 0:26 - Is Gold a Good Investment? 1:03 - What is Birch Gold Group? 1:37 - IRA Eligible Coins 1:59 - Is Birch Gold Group a Legitimate Company? 2:50 - How Does Birch Gold Group Work? 3:34 - Birch Gold Group’s Fees and Investment Options 4:02 - Birch Gold Group Low Minimum Investment 4:29 - Birch Gold Group Storage and Security 5:34 - Con #1 – No Overseas Storage Options 5:49 - Con #2 – Initial Setup Fees 6:02 - Birch Gold Group Review Summary Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch...
Post a Comment
Read more