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Closing the Estate’s Tax Story
Read guide: Closing the Estate’s Tax StoryThe executor believed the estate was almost ready to distribute. The house had been sold. The mortgage was repaid. The bank accounts had been closed,…
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Paying the Estate’s Bills in the Right Order
Read guide: Paying the Estate’s Bills in the Right OrderThe executor opened the deceased’s mail and found three demands waiting. The first was a funeral invoice. The second was a credit-card statement. The third…
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When You Can Settle an Estate Without Probate
Read guide: When You Can Settle an Estate Without ProbateThe family expected months of court paperwork. The deceased had left a valid will naming one adult child as executor. There was no house, no…
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The Executor’s Communication Playbook
Read guide: The Executor’s Communication PlaybookThree days after the funeral, the executor’s phone began filling with messages. One beneficiary wanted to know how much the house was worth. Another asked…
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When a New Zealand Estate Crosses Borders
Read guide: When a New Zealand Estate Crosses BordersThe executor thought the estate was almost ready to distribute. The New Zealand house had sold, local accounts had been closed and the remaining debts…
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When an Executor’s Mistake Becomes Personal
Read guide: When an Executor’s Mistake Becomes PersonalThe house had sold, the bank accounts were closed and the executor could finally see the finish line. There was enough money to pay every…
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