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What to do when a client dies.

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  • معلومة اضافية
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    • نبذة مختصرة :
      The article discusses the tax implications and estate administration process following a client's death, focusing on factors such as legal property rights, titling of assets, and income and transfer taxes. It provides guidance on key considerations for estate administration, including probate proceedings, creditor claims, tax obligations, and information gathering. It also illustrates the complexities involved in estate planning.