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The Following Months

Accounting and taxes

Personal arrangements

  1. 1.
    The end is in sight
  2. 2.
    Contact an accountant
  3. 3.
    File estate income taxes
  4. 4.
    Be aware of federal estate tax
  5. 5.
    Be aware of state estate tax
  6. 6.
    Retitle jointly held assets
  7. 7.
    Distribute remaining assets
  8. 8.
    Memorialize social media accounts
  9. 9.
    Create your own will
  10. 10.
    Consider life insurance
  11. 11.
    You have completed Courtney's plan
  12. 12.
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