IRS Now Allows For 5 Year Estate Tax Portability Election
Under a new IRS ruling, a surviving spouse now has 5 years to make an estate tax portability election. The relevant IRS […]
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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 Pennsylvania inheritance tax. However, before I discuss ways to minimize […]
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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, but they owned real property in New Jersey, what do […]
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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 easier and cheaper to handle your affairs after you pass […]
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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 series of short videos regarding the estate planning and estate […]
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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 for filing Form 8971 to March 31, 2016. Executors and […]
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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 figuring out how much gain should be imposed on an […]
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Trouble with Probate
Sometimes probate can be a simple process. Sometimes it can be a royal nightmare… and sometimes it can be an expensive royal […]
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