Category: Decedent’s Estate

Stimulus Payments Sent to Deceased Persons Must be Returned per IRS

According to recent guidance released by the IRS, Federal stimulus payments sent to persons who have died must be returned. As part of the procedure to determine who to send payments, the IRS used tax filings within the past two years.  In a rush to get payments our as quickly as possible, some payments were […]

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Know Creditor Claim Rules Before Paying a Deceased Family Members Bills

Family members are often eager to ensure that their deceased family member’s bills are paid promptly after the decedent’s death.  Understandably, they do not want creditors to stop services, close accounts, or sully the reputation of their loved one because bill payment has not been made by post-death payment deadlines.  However, those administering their family […]

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What to Do With Cremated Remains

We often are asked what can be done with cremated remains. We put together this video to review the multiple, legal ways cremated remains can be disposed. If you have specific requirements regarding disposition of your remains, you should consider executing a Funeral Planning Declaration and appointing a designee to ensure that those instructions are […]

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What To Do When a Loved One Passes Away: The Legal Steps to Settle a Loved One’s Final Affairs

The emotional trauma of losing a loved one often comes with a bewildering array of financial and legal issues demanding attention. It can be difficult enough for family members to handle the emotional trauma of a death, let alone taking the steps necessary to get these matters in order. We frequently get calls regarding what to do […]

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How Long To Keep Tax Records and Other Documents

Join Jeff in cleaning out old filing cabinets where he will review what documents to keep and which to destroy.  (Click on screen below to play). Information and articles from our website are presented as a public service by the Stinson Law Firm, LLC. We help our clients protect their assets and access long-term care […]

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The End of the Stretch IRA: New Law Makes Big Changes to Retirement Plans

For those who have a significant amount of savings in retirement accounts, the amount those individuals can transfer to next the generation has been greatly reduced.  President Trump signed a spending bill on December 20, 2019 that made major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but […]

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