Finance Strategists on MSN

Here’s how you can file taxes for an estate in 4 steps

Navigate estate tax obligations with Form 706, state-specific rules, income considerations, and post-filing steps for a seamless inheritance process.
Forbes

Simple Mistake Costs Estate Big Tax Break

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

Syracuse Estate Planning Attorney Frederick P. Davies Explains New York Estate Tax Filing Requirements and Deadlines

SYRACUSE, NY - Families settling estates in New York face strict filing deadlines and significant penalties for late or ...
Forbes

Portability: Should You File An Estate Tax Return?

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...