Taxes In This Life & The NextAfter a death, families are often hit with an exhausting mix of grief, paperwork, tax deadlines, financial decisions, clutter and in some cases, surprising state taxes and fees. Join us live June 18th at 12pm EST with staff experts Kelly Phillips Erb and Janet Novack and Jennifer Pickett, Executive Director of the National Association of Senior & Specialty Move Managers, as they walk through the tax, estate and household issues that can surprise heirs—with plenty of time to answer your questions. You’ll learn what to do first, what not to rush and how to make things easier for your own loved ones someday. Key takeaways we covered:Where not to die. Which states have stiff inheritance or estate taxes or probate fees and how to minimize them for your heirs.The first moves after a death: Why families should slow down before selling property, distributing assets, or taking retirement distributions.Inherited assets and retirement accounts: Common traps involving inherited IRAs, and what to know about basis step-up and charitable donations. Plus, why you might want to leave your own IRA (or part of it) to charity.Papers, possessions, and practical cleanup: How to sort financial records, family papers, valuables, donations, estate-sale items, and sentimental belongings. Plus, steps you can take now to spare your heirs later.Taxes that do not die with the decedent: What survivors should know about final income tax returns, estate income tax returns, old tax bills, and executor responsibilities.Have questions you’d like answered by our expert panelists? Submit them here then join the event to hear their thoughts.SpeakersKelly Phillips ErbForbesKelly Phillips Erb is a Philadelphia-area Forbes senior writer who covers tax, law, and financial crimes. As a tax attorney, Kelly brings a legal perspective to her tax coverage as well as an understanding of the problems ordinary taxpayers can have when dealing with the IRS. She has received several awards, including being named to the Philadelphia Business Journal’s "40 under 40" and one of the Global Tax 50 by the International Tax Review for her "tireless and passionate tax reporting."Janet NovackForbesJanet Novack joined Forbes in Washington, D.C., in 1986 and has covered federal budget, tax, education and health care policy, as well as Social Security, retirement, tax and financial planning. Her most notable reporting has been about taxes, including exposing billionaire tax cheats and writing cover stories on tax shelters (corporate and individual), tax evasion, and tax policy. She oversees Forbes’ tax and personal finance coverage.Jennifer PickettForbesJennifer Pickett is a nationally recognized leader in the older adult transition industry and has served as Co-Executive Director of the National Association of Senior & Specialty Move Managers (NASMM) for nearly 20 years. She played a pivotal role in growing NASMM into the premier professional association for senior move management, helping establish industry standards, professional credentials, and a nationwide network of companies serving older adults and their families.
Members-Only Event: Death, Taxes & What Comes Next
After a death, families are often hit with an exhausting mix of grief, paperwork, tax deadlines, financial decisions, clutter and in some cases, surprising state taxes and fees. Join us live June 18th at 12pm EST with staff experts Kelly Phillips Erb and Janet Novack and Jennifer Pickett, Executive Director of the National Association of Senior & Specialty Move Managers, as they walk through the tax, estate and household issues that can surprise heirs—with plenty of time to answer your questions. You’ll learn what to do first, what not to rush and how to make things easier for your own loved ones someday.












