Estate, Gift & Trust Taxes

Form 8971 Instructions: Filing Rules, Schedule A, and Penalties

Income in Respect of a Decedent (IRD): Examples and Reporting

IRS Form 56 Instructions: Fiduciary Notice and Termination

Are Funeral Expenses Tax Deductible on Form 1041 or 706?

Electing Small Business Trust: Election, Taxation, Distributions

Tax Implications of Putting Your House in a Trust

What Is Trust Income? Tax Rates, DNI, and Distributions

What Is a Gratuitous Transfer and How Is It Taxed?

How Does the Carryover Basis Rule Work in Divorce?

How to Leave Money to Charity in Your Will: Tax Deduction and Setup