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Surviving Spouse Planning, • 1/12/26 Surviving Spouse Financial Checklist: 5 Important Action Items Next How to Avoid the New York Estate Tax Cliff You Might Also Like How Do Spouse Inherited IRA's Work? How to Give to Charity Tax-Free With an Inherited IRA (QCD Rules Explained) Why Do Wealthy Families Set Up Foundations and How Do They Work? How To Protect A Roth IRA from the Medicaid Spenddown Process How to Avoid the New York Estate Tax Cliff