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 ...

In the majority of estates, when a decedent passes they often have a home or other parcel of real property that was titled in their name. In most instances, the executor of the estate will market and ...

Attorney Who Assisted Decedent in Signing Will Not Disqualified as Witness to Execution of Will - Matter of Nires, 241 A.D.3d 555 (2d Dep’t 2025) - ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. The death of a loved one is a deeply emotional time, but it ...

However, a rollover of funds from a decedent’s IRA to a marital trust and then to the surviving spouse’s IRA was not IRD, according to the Service, where the surviving spouse was the sole trustee and ...

Yes, in general, an IRA is includible in the gross estate of decedents dying after 1984. Benefits payable to a surviving spouse, however, generally will qualify for the marital deduction ( Q 3713).

Filing taxes for yourself is hard enough. Filing them on behalf of someone recently deceased is even harder, especially when you're dealing with the emotional aftermath of your loss. While nothing can ...