The Latest in
Finance & Tax
Planning

Latest Posts

Tax planning

Tax Considerations When a Loved One Passes Away (Part 1)

A financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly, that’s not an uncommon situation.

The now-deceased loved one may have been single or married, and may or may not have been a relative. In any case, you’ve stepped up to the plate and taken on the challenging job of acting as executor for the deceased person’s estate. Good for you.

Learn More