![]() ![]() Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. We also have Diversified Insurance available to help with your insurance needs, so that you have everything you need for financial peace of mind in one easy location.įinancial planning and Investment advisory services offered through Diversified, LLC. Planning ahead for funeral expenses may also involve ensuring that you have adequate insurance coverage. At Diversified, we can assist you with all three so that your financial planner, tax professional, and estate attorney are all working hand-in-hand to provide the most comprehensive estate planning based on your goals. The best way to plan for funeral expenses, either for yourself or a loved one, is to work with a financial advisor, tax professional, and estate attorney. More information on filing a tax return for someone that is deceased can be found via IRS publication 559. You also can’t claim the funeral expenses on the decedent’s final tax return.
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