Editorial standards
Our guides exist to help people ask better questions during a hard moment. These are the standards every guide is held to.
Every guide is built from primary material: the Internal Revenue Code, Treasury regulations, IRS forms, instructions, publications, and revenue procedures, and the tax agency of the relevant state. Each guide lists the sources it relies on.
Thresholds, rates, and deadlines change. When a guide states a figure or a date, it names the tax year it applies to and the source it comes from, and each guide shows the date its sources were last reviewed.
Guides explain how tax rules generally work. They do not give legal advice, interpret wills or trust documents, or tell a specific estate what to do. When a question belongs with an attorney, the guide says so.
We write for executors, trustees, and families who are not tax professionals, often during a difficult time. We define terms, avoid jargon where we can, and do not use fear to motivate a reader.
Guides are re-checked against their sources on a regular schedule and whenever the IRS or a state publishes new figures, forms, or guidance. Updates change the date shown on the guide.
If you believe something in a guide is inaccurate or out of date, tell us. We review every report against the primary source and correct the guide when the report is right.
Report a correction: contact@franklinsolomongroup.com. Guides are general information, not individualized tax or legal advice. Read our disclaimer.
