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Daily Archives: February 23, 2024

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In the News: Death, taxes, and paperwork: Filing a final tax return

Featured, In The NewsBy Editorial TeamFebruary 23, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were married, you’d would still file married filing jointly for the year your spouse died. However, you may also need to file an estate return and consider updating your own estate plan.

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