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Workarounds save heirs time, money in probate

A reader recently reached out after his elderly mother died, asking how soon he could distribute the $10,000 she had earmarked in her will for each of her two grandchildren. Because she lived in California, I had to break the bad news: He won’t be able to hand over the money any time ...

Some facing a desperate wait for needed tax refunds

As a 58-year-old woman on disability, Robin Short of Wallingford, Connecticut, relies on her tax refund to catch up on bills. She filed her return electronically in February, opting for direct deposit so she could get her $773 refund quickly. She’s still waiting, as are millions of others. ...