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Get the free Passing on the Treasures of Our Elders ere - AARP Foundation

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Protecting Seniors from FraudConsumer fraud has been a pervasive problem in the United States for many years and seniors are the most likely to be targeted. A 2015 study by True Link Financial revealed
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Passing on form treasures is a form used to report assets inherited after the death of a person.
Beneficiaries and heirs who receive assets through inheritance are required to file passing on form treasures.
Passing on form treasures can be filled out by providing detailed information about the inherited assets, the deceased person, and the beneficiaries.
The purpose of passing on form treasures is to provide transparency about inherited assets and ensure proper taxation.
Information such as the value of inherited assets, relationship to the deceased person, and any taxes paid must be reported on passing on form treasures.
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