Handling a Loved One’s Estate: What You Need to Know

Join us for our Ripple Event, Handling a Loved One's Estate: What You Need to Know, hosted by Integrated Tax Services.

Whether you’re planning ahead or navigating the details after a loved one’s passing, understanding your role in estate and trust can ease stress and equip you to make confident, informed decisions.

We’ll walk through what to expect when settling an estate or trust from a tax perspective, including:

• The different types of estate and trust tax returns
• Timelines and responsibilities
• Real-world examples
• Practical steps you can take now to be prepared

You’ll leave with greater clarity, a sense of direction, and the confidence to handle your role with care and peace of mind.