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Losing a loved one is tough, and while you will probably not be required to make decisions about investing or spending, as a surviving family member there are fundamental issues that you will need to address. This article will highlight the responsibilities of the executor, how to assess the estate’s value, pay bills on behalf of the deceased, pay last taxes on behalf of the deceased, transfer assets to heirs and beneficiary responsibilities.
Getting married is an exciting event, but the financial planning decisions that come with it can be daunting. Things can become even more stressful if one or both of you doesn’t have your finances in order to begin with. Luckily, since you are making a commitment to spend the rest of your lives together, you'll have years to determine the best way to meet your financial goals. This checklist will help insure that your marriage starts on a firm financial footing.
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