The Widow's Inheritance Tax Checklist

What to do — and what not to do — in the first 90 days.

If someone you love has died, and money has arrived that you did not ask for and may not have expected to manage.

What is inside

• Why moving money is usually what creates the tax, not receiving it
• Which of what you inherited is taxable income, and which is not — most of it is not
• The valuation you can only get now, that can erase decades of tax on a house or a portfolio
• What not to do with a retirement account before someone has explained your options
• Why your tax bill can rise in the second year even though your income falls

General educational information, not tax advice. Reading it does not create a client relationship.