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  2. What not to do after losing a spouse or partner: A financial ...

    www.aol.com/finance/financial-checklist-after...

    7. Don’t overlook your own estate planning. Dealing with the aftermath of losing your spouse requires a lot of attention and time. But what not to do financially after losing a spouse is ...

  3. 2025 financial checklist: Your guide to protecting your ... - AOL

    www.aol.com/finance/financial-planning-checklist...

    Dig deeper: A financial checklist after losing a spouse or partner. FAQs: Financial planning and annual reviews. ... Your will is a list of instructions for distributing your assets after death ...

  4. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper beneficiaries to lengthy cort processes with probate.

  5. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    In addition, a maximum amount, varying year by year, can be given by an individual, before and/or upon their death, without incurring federal gift or estate taxes: [4] $5,340,000 for estates of persons dying in 2014 [5] and 2015, [6] $5,450,000 (effectively $10.90 million per married couple, assuming the deceased spouse did not leave assets to ...

  6. Options available if an AOL account owner passes away

    help.aol.com/articles/options-available-if-an...

    A copy of the death certificate of the AOL account holder, issued in the United States. If a death certificate is not available, please contact AOL Customer Service at 800-827-6364. You can request the suspension or cancellation of billing and premium services through this form.

  7. Filing status - Wikipedia

    en.wikipedia.org/wiki/Filing_status

    Marital status is decided based on a person's marital status on December 31. [4] If a couple is married on December 31 of the taxable year, the couple may file a joint return for the year. [6] However, even if the first day of legal separation or divorce from the spouse is December 31, one cannot file a joint return for any portion of that year ...