Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...

Filing taxes for yourself is hard enough. Filing them on behalf of someone recently deceased is even harder, especially when you're dealing with the emotional aftermath of your loss. While nothing can ...

In the year that a taxpayer dies there may still need to be one or more tax returns that are required to be filed after their death. The need for these filings is dependent upon the income that the ...

Tax season has a way of focusing us. We gather documents, forward 1099s, sign e-file authorizations and breathe a sigh of ...

The Tax Court denied an estate’s claim of a deceased spousal unused exemption (DSUE) amount, holding that the decedent’s predeceased spouse’s estate did not make a valid portability election (i.e., an ...