When we assist personal representatives in probates, we are often asked about taxes and tax filing requirements associated with probate. This post explains the possible tax filings that might be required as part of a probate process. When we represent clients in probates or trust settlements, we will work through these issues and give specific recommendations on each.
How to Choose Agents
Choosing the right people to carry out a plan is often just as important as designing the plan correctly. We spend a great deal of time in our estate planning meetings discussing who to choose for a variety of key roles. These roles include financial roles, like estate administrator, and personal roles, like guardians for minor children and powers of attorney for health care.
This post discusses the various roles and the skill set necessary in each.