What Surviving Spouses Must Address When Their Spouse Dies
Our national estate planning law firm website: https://aeplawyers.com/ To request a no-cost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71... 00:00 Legal Matters When Your Spouse Dies 0:16 Nine Components To This Presentation 1:04 Opening Comments 3:39 Things To Handle Immediately 8:56 The Portability Election 19:55 Whether There Is A Need For Probate 28:13 Review Deceased Spouse's Estate Documents 31:42 Before The Surviving Spouse Puts All Assets In Their Name 37:50 Determine The New Stepped-Up Basis 43:33 Revisit And Update Surviving Spouse's Estate Documents and Beneficiary Designations 45:50 Summary 49:11 Chat and Q&A
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