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Income Tax Planning for the Terminally Ill or Recently Deceased Person
Notes for lawyers from the Massachusetts Bar Association’s program that I chaired entitled “Estate, Tax and Health Care Planning for the Terminally Ill Client” Some income tax planning for a person’s...
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Can the Surviving Spouse Roll Over an IRA Payable to the Deceased Spouse’s...
When a surviving spouse is the beneficiary of the deceased spouse’s IRA, the surviving spouse has the option of stretching out distributions from the IRA over the surviving spouse’s life expectancy, as...
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