Income Taxes Upon Death

Each year, individuals file their annual federal and state income tax returns reporting all the income earned during the year and paying any taxes that may be due. The same income tax reporting holds true upon an individual’s death. Upon death, a final individual...

What to Do When Loved Ones Die

Review Decedent’s records or safe deposit box to locate estate planning document, i.e. Will or Trust. If an estate is needed, the Personal Representative named in the Will/Trust will handle the probate administration. Notify Social Security of the death. If you are a...