If you had a loved one who died last year, you may be faced with the need to file taxes for an estate or a trust. When a ...

Sadly, death happens to all of us eventually. Having a good estate plan in place is a loving thing to do for your surviving family members. That should include a will, a trust, and a power of attorney ...

Since my father passed away this past year and I am now completing his final part year 1040 individual income tax return for 2022, I thought it would be a good opportunity to discuss the filing of a ...

While there is the obvious advantage of filing just one fiduciary tax return between the two entities, there are numerous other advantages of making a §645 election. Quite often, first-time executors ...