Episode 321 - Settling an Estate in Michigan A Financial Planners Perspective
b'
You\\u2019ve heard of settling an estate from the attorney\\u2019s perspective.\\xa0Today, we\\u2019ll discuss settling an estate from a financial advisor\\u2019s perspective.\\xa0Settling an estate involves much more than merely settling assets. Generally, it also includes filing the last will and testament, paying bills and taxes, filing the deceased\\u2019s final tax returns, distributing property and filing the final account. We will discuss what typically is the biggest dollar item in the estate and the mechanics involved in handling it. Our goal is to help you save time, money (potentially thousands of dollars in taxes) and, of course, stress. Given the complexity of today\\u2019s accounts, their tax benefits as well as other cost of disbursal, this is information you will want to know! Also, Heidi will share updates on Social Security, and Deann will provide the stats related to estates to help us along!\\xa0
Tune in and take control!
'