Is Tax Planning Different After the Death of a Spouse?

Episode 125 March 06, 2025 00:05:08
Is Tax Planning Different After the Death of a Spouse?
Well... It Depends!
Is Tax Planning Different After the Death of a Spouse?

Mar 06 2025 | 00:05:08

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Show Notes

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!

This week, host Andrew Baron, CFP®, EA, dives into the question, “Is Tax Planning Different After the Death of a Spouse?”

This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email [email protected].

For the full transcript, click HERE.

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