This Webinar presentation, conducted by noted author and practitioner Keith Schiller, is designed for attorneys, accountants, and other preparers of estate tax returns. The Webinar discussion will be ...

As part of an ongoing series, Retirement Daily asked ChatGPT a personal finance question and then asked a subject matter expert to critique the answer. What did ChatGPT get right? What did it get ...

The U.S. tax code is generous when it comes to passing down money to heirs tax-free, and it has only become more so under the new tax law. But for married couples to obtain the full benefit, there is ...

After losing a loved one, responsibilities can quickly pile up during a time when you’d like to focus on grieving. Unfortunately, taxes don’t disappear when someone passes. If you’re the executor of ...

Your spouse recently died leaving all her assets to you. Your attorney has assured you that no estate tax is due, but you still need to file an estate tax return. Do not overlook the importance of ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...