Probate, Estate Tax & Trust Administration
Losing a loved one is always difficult, especially if they handled the financial decisions. Don't let a morass of confusing estate tax returns and financial decisions make this time harder than it has to be. The question we always hear is, "Where do I begin?"
If you would like more information to help you, a family member or a friend navigate tax, legal and responsibilities after losing a loved one, please request a helpful checklist.
Watch Dennis Discuss What To Do When You Lose A Loved One