estate tax
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Task: Use Tax Returns As A Blueprint
These mandatory state and federal filings are a buried treasure of information hiding in plain sight.
Tips On Filing Taxes After Someone Dies
It’s not as scary as you think, especially if you get some help.
Are Your Clients Subject To Estate Taxes Without Knowing it?
A client may not think they have more than $11.4 million to qualify for the federal tax threshold, but the entirety of an estate...
Will Your Children Inherit Your Debts?
There’s a lot to sort through after the death of a parent -- boxes of photos, heirlooms, long-forgotten toys you left in their...
State-By-State Estate And Inheritance Tax Rates
Some states have inheritance tax, some have estate tax, some have both, some have none at all. See where your state shows up on...
If You're Rich And Living In Connecticut, Try Not To Die
New probate estate fees make The Constitution State the most expensive place to die.
State-By-State Probate Laws
Probate laws vary from state to state. When creating a Will, it may be helpful to have a basic understanding of your state’s laws...
How To Distribute Personal Property After A Death
Many times, personal items of sentimental or real value are not included in a Will. These items should be properly distributed to...
How To Pay Taxes On Behalf Of An Estate
In order to settle the estate, it may be necessary to file state and/or federal incomes tax returns, a personal income tax return...
Paying Final Bills, Dues, And Estate Expenses
In order to settle the estate, all outstanding bills and dues that the person who died owed must be paid.
Locating Important Documents, Files, And Account Information
Before you begin settling the estate and sorting out the affairs of the person who died, you’ll want to collect some key...
Why Assets In An Irrevocable Trust Aren't Yours Anymore
An Irrevocable Trust requires you to give up all ownership rights to the assets in the Trust, as well as your right to change the...
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