April 9, 2021January 7, 2022Tax Planning

7 Simple Ways to Minimize the Pennsylvania Inheritance Tax

This is an update to the 2018 post on wrote on the […]

November 13, 2020February 17, 2021Probate

Everything You Ever Wanted to Know About Ancillary Probate in NJ

If you have a loved one who died outside of New Jersey, […]

May 15, 2020February 18, 2021Estate Administration

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

March 1, 2020February 18, 2021Estate Planning

Reasons to Create a Will

There are many reasons to create a Will.  Overall, it makes it must […]

December 12, 2018October 1, 2019Estate Administration, Estate Planning, YouTube

What is the first thing an executor of a Will should do?

I am happy to announce that we have finally finished creating a […]

March 29, 2016March 2, 2021Basis, Estate Administration, Executor, Federal Estate Tax, Probate, Tax, Tax Returns

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 […]

February 7, 2016March 2, 2021Basis, Estate Administration, Executor, Federal Estate Tax, Tax, Tax Returns

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 […]

November 17, 2015March 3, 2021Estate Administration, Estate Litigation, Estate Planning, Estate Tax, Probate, Titling of Assets

Trouble with Probate

Sometimes probate can be a simple process.  Sometimes it can be a […]

October 22, 2015March 3, 2021Estate Administration, Estate Planning, Federal Estate Tax, portability, Will

The Difficulty of Porting a Deceased Spouse’s Unused Exemption Amount in Second Marriage Situations

Many estate planning commentators have joked that estate tax portability will lead […]