Be aware that Wills and Probate are extremely tax intensive.
Last Wills are extremely tax intensive.
It will begin with Estate Planning
It will continue with the Will’s vital tax clause
It will impact the client’s Asset Titles
It will extend through Probate
It will impact the beneficiaries tax obligations
It may resolve through the Estate Administration
It can extend far beyond the Estate’s conclusion
Extremely likely is the fact that the tax returns required in Pa are
The Pa Inheritance Tax Return
The Federal Estate Tax Return (depending)
The Decedent’s final Federal Income Tax Return
The Decedent’s final Pennsylvania Income Tax Return
The Estate’s Federal Fiduciary Income Tax Return(s)
The Estate’s Pennsylvania Income Tax Return(s)