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Planning for Future Probate Matters to Improve Results

Martin M. Shenkman and Joy Matak share how you can help a family navigate the host of tax decisions to be made after the death of a loved one.

Death of a loved one poses challenges to our clients, which become exacerbated by the complex array of federal and state income tax reporting, estate tax concerns, tax elections, financial decisions, legal steps, family dynamics and other issues that have to be dealt with in the typical estate administration. The estate-planning practitioner can help the family navigate the host of tax decisions to be made.

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