In the context of estates and trusts, there is no more important role than to serve as the person appointed to identify and distribute the deceased’s assets. The title of this person varies depending on the circumstances. For a trust, the person in charge of the assets is usually referred to as the trustee. For probate proceedings related to the estate of a person that...
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The Estate Planning Conference for Women provides an opportunity for women to empower themselves with knowledge on financial planning and estate planning. Attorneys, financial advisors, and a certified public accountant (CPA) will present on a variety of topics throughout this five session course, including the estate planning basics for wills, trusts, and incapacity planning documents; an explanation of the probate and administration process for a...
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ScottHulse Issues Guide to Ruling Which Includes Retroactive Benefits for Some Widows and Widowers On January 27, 2014 the IRS announced a simplified procedure to provide retroactive tax relief to certain individuals whose spouses died after December 31, 2010 and before January 1, 2014. ScottHulse PC would like to make you aware of a window of opportunity for widows and widowers to take advantage...
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