The first months
Update your own estate plan and tax situation
If you inherited significant assets or became a widow or widower, your own tax situation may have changed. A one-time consult with a CPA or financial planner in the year after the death catches things you'd otherwise miss.
What you'll need
- Your own most recent tax return
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
Free · Call or text 301-539-9175