Each year, the Internal Revenue Service (IRS) holds onto billions in unclaimed tax refunds, often belonging to deceased individuals. If you're managing the affairs of a deceased loved one, you might ...

Since my father passed away this past year and I am now completing his final part year 1040 individual income tax return for 2022, I thought it would be a good opportunity to discuss the filing of a ...

As I continue to age so do my clients. As a result of being in business for many years some of my clients are now unfortunately passing away. When this occurs, there are always questions that come up ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. The death of a loved one is a deeply emotional time, but it ...

Christina Majaski writes and edits finance, credit cards, and travel content. She has 14+ years of experience with print and digital publications. Lea Uradu, J.D., is a Maryland state registered tax ...