Terminal returns: what executors need to know

Terminal returns: what executors need to know

If you’re responsible for administering the estate of a deceased individual, you’ll need to file a terminal tax return in their name. In this article, we discuss what a terminal return is as well as why, when and how an executor needs to file it in order to avoid...
Estate Planning 101

Estate Planning 101

Having conversations about estate planning can be difficult. Few want to think about, let alone plan for their death. There are a number of important reasons to plan in advance; a lack of planning can lead to family disputes, inappropriate distributions, litigation,...