Income Taxes to file for a Deceased Person
September 24, 2025
Do I file 2018 tax returns for my father? He passed away in October 2018.
Downs Law Firm, P.C.
Taxes
Estate Planning Done Well by the Rich and Famous
September 8, 2025
In estate and tax planning, certain names transcend their celebrity or fortune and come to define the very strategies they deployed. These individuals and families did not merely follow the rules; they reshaped them.
Maryland’s Inheritance and Estate Tax Laws Unchanged in 2025
April 8, 2025
The recently passed fiscal year 2025 budget for the State of Maryland includes a range of tax increases and policy decisions, but it appears that Maryland’s state’s inheritance and estate tax laws remain unchanged.
The Executor’s Duties Checklist
January 14, 2025
Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.
Completed Gifts to Grantor Trust Step-Up Basis
July 18, 2023
On March 30, 2023, the Internal Revenue Service issued Revenue Ruling 2023-2, which directly impacts a wide range of irrevocable trusts, including grantor retained annuity trusts, qualified personal residence trusts, insurance trusts and other intentionally defective ‘grantor trusts.’
ABLE Account for a Special Needs Beneficiary?
April 26, 2023
If you have a child or grandchild with disabilities, one of your biggest worries is what will happen when you are no longer around to provide aid.
How to File Income Tax for a Decedent
February 22, 2022
No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
What Does an Estate Planning Lawyer Really Do?
January 15, 2020
Estate planning is a systematic process, which involves getting your personal and financial goals for the time you pass away or become mentally incapacitated. It is also known as a last will, and almost everyone does this planning for their family.
Does a Trust Beneficiary Pay Income Taxes?
December 3, 2019
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income rather than the trust itself paying the tax. However, such beneficiaries are not subject to taxes on distributions from the trust’s principal.
Having a Business Succession Plan is Not Just for You
November 26, 2019
As closely held business owners know, their financial plans, retirement plans, and estate plans are inextricably linked to the value of the business.
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