After a decedent’s death, fiduciaries face income tax decisions that directly affect how quickly assets become available, when tax payments come due, and what returns must be filed. Often, the most meaningful opportunities for tax savings, and the most common missteps, arise not during the planning phase, but during the administration itself. This article focuses
Latest Post
More Posts
Ep. 65 – When AI Walks Into the Estate Planning Meeting
Ep. 64 – PPLI in Practice: A Conversation with Carl Peterson
Ep. 63 – The Human Side of Planning with Brian Lasher
Ep. 62 – Modern Board Membership with R.J. Kornhaas: Duties, Risks, and Opportunities
Ep. 61 – Passing on Values with Legacy Letters: A Conversation with Allison Donaldson
Ep. 60 – Looking Back, Planning Ahead: Estate Planning in 2026
Ep. 59 – Elevating the Practice from Within: In Conversation with Dan Maloney Part II
Ep. 58 – Navigating the Emotional Landscape of Probate Litigation with Matt Brown
Form 706 vs. Form 1041: What is Deductible?
Subscribe: Subscribe via RSS
Firm/Org