Among the people and entities involved in probate in Florida is the Internal Revenue Service (IRS). The purpose, of course, is taxes, because the deceased's estate will become a new tax entity. This is one reason why you may need to consult with an estate planning attorney, in Fort Myers, Florida, to discuss how you may be affected as a beneficiary.
On the other hand, an attorney can advise you on taking steps now, before you die, to minimize any tax burdens on your beneficiaries.
Tax Documents Arising from Probate in Florida
Depending on variables such as the deceased's income and the size of the estate, the personal agent assigned to handle the administration of the estate may be tasked with filing any of the following returns:
The personal agent may also have to handle issues from past tax years, such as tax returns that have been flagged for various reasons or returns that weren't filed but were supposed to be filed. Complicated tax issues such as these usually necessitate an estate planning attorney in Fort Myers, Florida for probate in Florida.
Help from an Estate Planning Attorney in Fort Myers is Just a Phone Call Away
Fort Myers estate planning attorney Matthew A. Linde understands firsthand the importance of careful estate planning and the complexities of financial legal matters, such as probate, tax litigation and guardianship. For help with your probate concerns, contact our Fort Myers office to schedule a one-on-one meeting with a professional who can answer your questions – 239-939-7100 or 888-643-6514.
Post a Comment to "Probate in Florida: Why the IRS is Involved"To reply to this message, enter your reply in the box labeled "Message", hit "Post Message."
Let our legal professionals review your case. Begin your case review by filling out the form below:
Matthew A. Linde, P.A.
12693 New Brittany Blvd.
Fort Myers, FL 33907
Toll Free: 888.643.6514