Archive for Uncategorized

Estate Planning Defined – What is a Form 706 and When Does It Have to Be Filed?

| January 11, 2011 | 1 Comments

Issue: I received the following question from a Caller: My mother recently died and I have just learned that I am the Executor of her Estate. My wife told me that she thinks I will have to file a “706,” which she says is used to pay taxes on my mother’s estate. Is this true? […]

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Estate Planning Defined – How Can an HEIR AT LAW Recover Her Share of an Inheritance After the Close of the Probate of Her Relative’s Estate?

| December 8, 2010 | 0 Comments

I recently received a question from a potential client who called me regarding the probate of a relative’s estate. She told me that her relative died without a Last Will & Testament in place. Apparently, the Caller was not notified that her relative had died and she did not receive any property from her relative’s […]