Estate Closings: What you may not know when a loved one passes
More Americans daily are forced to undertake the role of primary caregiver for their aging parents. There is so much to do and so much to know & often we are forced to face decisions before we are ready. My friend Mark Kohler, author, CPA, Attorney & wealth coach extraordinaire helps shed some clarity on some delicate and emotionally charged issues.
When you hear the word Estate Closing you may think of one of your favorite movies about someone dying and leaving their assets to family members in a creative fashion. Typically, there is a scene depicting the reading of a Will by the attorney around a large conference room table and the gasps of frustration or sighs of relief. Of course, shortly thereafter, everyone receives what was stated in the Will and the story moves on.
However, that is often not the reality and what the movies don
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