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Rights Surviving Spouse  Form

Rights Surviving Spouse Form

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Video instructions and help with filling out and completing Rights Surviving Spouse Form

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Instructions and help about vt surviving spouse

welcome back everybody okay big one here um tough one here is uh you know it's all about what surviving spouses must address when the first spouse dies so got a lot to go through here break it down into nine you kind of quick issues number one just want to make a few opening points two things that surviving spouses need to handle immediately number three I'm going to hit the big elephant in the room the portability portability and the estate tax return number four determining whether there's a need for probate number five a review of the trust and will number six is is it appropriate to do some disclaimers after your spouse dies number seven how to determine the new basis of assets that get stepped up when the first spouse dies number eight we'll talk about updating the estate planning documents of the surviving spouse to get it right moving forward and then we'll move over move over to the chat and address address um questions comments and exper

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