April 2024

Authored by Mark Lobb The first quarter of the year is over, which means tax deadlines have passed and more are on the horizon.  Individual returns are due April 15, partnerships and S corporation extenders are due September 16, and individuals, sole proprietorships, and C corporation extenders are due on October 15. This issue of […]

Authored by Kristin Gifford Stepping into the role of a successor trustee after the grantor’s death entails immediate concerns and the crucial task of organizing the estate.  From legal obligations to financial matters, this introduction outlines the essential procedures and considerations for the successor trustee in navigating the complexities of post-mortem responsibilities while upholding the