Question: My father died in 2022. I was named the personal representative of his estate and sold his stock in his investment account in 2024 before distributing the proceeds to all my siblings. [...]

Question: My father died in 1988. There were unclaimed funds in New York which were in the form of stocks. Of course, over 36 years the stock appreciated a lot so there will be capital gains. The [...]

Question: I am starting a 1041 for my Mom’s estate and had a question about distributions. My sister acquired my Mom’s share of the house they both owned and lived in together. Is my [...]

Question: A distribution was made from the liquidation of an annuity in an estate in 2019. The estate income tax rate is 35.7% and  and the beneficiary who received the distribution and therefore [...]