Question: I am the executor of an estate. There are stocks in the estate but the estate totals $1.8 million, thus under the federal estate tax threshold. The stock value at time of death in May [...]

Question: My mother is 96 and has most of her assets in stocks. She has five children and wants to divide the assets in five equal parts. I am currently named as the executor of her estate. How [...]

Question: My question is about appreciating assets (stock, mutual funds, etc.) in my mother’s living revocable trust. My mother died in February 2021 at the age of 91 and she was the [...]

While it’s unlikely that your estate will be subject to federal estate taxes given the $12.06 million threshold (in 2022), it may well have to pay state estate or inheritance taxes. Whereas [...]