In the third installment of our Personal Financial Planning (PFP) Section podcast series on planning for the surviving spouse, Paul Hood, JD, LLM, delves into crucial aspects of estate planning for this scenario. This episode is designed to help you address and navigate the complex issues that arise during estate planning, ensuring the best outcomes for surviving spouses. He discusses issues including:
Cashflow
Backup fiduciaries
Managing incapacity
Blended families
Estate tax apportionment
Income tax basis possibilities
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