Previously, we discussed tax issues that arise when a financially comfortable loved one has passed away. We also covered some of the non-tax issues you will have to deal with as the executor of the estate. You need an estate plan, regardless of whether or not...
Previously, we discussed tax issues that arise when a financially comfortable loved one has passed away. In this blog, we dive into some of the non-tax issues you will have to deal with as the executor of the estate. Getting Extra Death Certificates For various...
If you or a well-off relative are facing the gift and estate tax, here’s a planning opportunity often overlooked: pay tuition and medical expenses for loved ones. Such payments, structured correctly, do not represent gifts. The monies spent by you on the qualified...
