Our Blog

Filter By

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Read more
Who should be the executor of your estate?

When it comes to estate planning, choosing an executor is one of the most important roles to delegate. Basically, their…

How changes in Bypass Trusts and Portability Rules could affect your Federal Estate Tax and Planning

While something of a ‘wait and see’ game, the portability rules governing a spouse’s unused estate tax exemption signed into…