Losing a loved one can be incredibly difficult, both emotionally and logistically. Here is the definitive guide and checklist outlining all of the important things that need to be considered following the loss of a loved one in 2025.
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A codicil is a legal document that serves to change the will in some way. That change can take many different shapes, so a codicil is not a “one-size-fits all” document.
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There are four main types of gifts in a will: specific gifts, general gifts, demonstrative gifts, and residuary gifts. Here's what you should know about each.
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Probate isn’t cheap. In fact, the probate and estate settlement process costs approximately $14K for the average estate. Thankfully, you won’t be paying the $14K out of your own pocket as the executor or executrix of the estate.
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There’s an often-overlooked estate tax tip that can allow certain individuals to shield millions—up to $12.06 million, to be precise—from federal gift and estate taxes. Seems too good to be true? It’s not.
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The short answer is that, excluding federal student loan debts, tax burdens don’t magically puff into a cloud of monetary magic and disappear — they are still owed by the “estate” of the deceased, which means you have to file a tax return on their behalf.
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The short answer is yes, an executor has to show accounting to beneficiaries if requested, but context is key here.
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