IRS Now Allows For 5 Year Estate Tax Portability Election
Under a new IRS ruling, a surviving spouse now has 5 years […]
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7 Simple Ways to Minimize the Pennsylvania Inheritance Tax
This is an update to the 2018 post on wrote on the […]
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Everything You Ever Wanted to Know About Ancillary Probate in NJ
If you have a loved one who died outside of New Jersey, […]
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What to Do if A Stimulus Payment Is Made to a Deceased Person
Understand what to do if a stimulus payment made to a deceased person
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Reasons to Create a Will
There are many reasons to create a Will. Overall, it makes it must […]
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What is the first thing an executor of a Will should do?
I am happy to announce that we have finally finished creating a […]
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Requirement of Executors to Report Basis of Assets When Administering an Estate – FollowUp
The IRS has released new regulations that have extended the due date […]
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IRS Releases Form 8971 – Executors Now Required to Report Basis of Assets When Administering Estate
For many years the IRS and beneficiaries of estates had a problem […]
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Trouble with Probate
Sometimes probate can be a simple process. Sometimes it can be a […]
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