Written on January 27, 2009 by
Patti Spencer
So you think you can do the estate and inheritance tax returns for Mother’s estate by yourself? Maybe.
The forms for filing death tax returns look deceptively simple. They consist of a series of schedules for different types of property and deductions. Each schedule has a title at the top and then the [...]
Written on January 27, 2009 by
Patti Spencer
A fiduciary account is a well-recognized term of art and refers to the presentation of the fiduciary’s information about how he managed the affairs that were his responsibility.
The purpose of the account is to provide the parties in interest - whether they be estate or trust beneficiaries, the principal of an agent, a minor, or [...]
Written on January 27, 2009 by
Patti Spencer
A will “speaks” at the moment of death. If Grandma’s will gives $100 to each member of her quilting club, only those members of the club who are living when she dies are entitled to receive $100. Past members are not entitled. Deceased members are not entitled. Persons who become members [...]
