Update: In this notice, the IRS has extended the March 31, 2016 deadline to June 30, 2016. Imagine getting an IRS form listing $10 million worth of property that was your late great uncle’s. At the ...

The executor of an estate is someone who wraps up a deceased individual’s financial affairs. If the deceased has a will, the will usually names a close relative, friend, accountant, attorney or ...

The facts of Estate Spenlinhauer v Commissioner (U.S. Tax Court, Dec. 30, 2025) read like an instruction manual on how to improperly file an estate tax return. Unsurprisingly, the U.S. Tax Court held ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science in ...

Personal representatives are tasked with managing estates when people die, either according to the terms of their will or the state laws that govern certain successions. An executor is a type of ...

Next Avenue recently asked readers to tell us the estate planning questions they’d like us to answer. We’re now back with the experts’ views on the top question on your mind, plus — as a bonus — their ...

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

That was the question posed by Circuit Judge Richard A. Paez at the onset of his decision last week in Knappe v. United States, No. 10-56904, D.C. No.2:09-cv-07328-DMG-PJW (9 th Cir. April 4, 2013).