Studies show that 75% of Americans do not have a current Will, let alone a current Living Trust, Health Care Power of Attorney, or Financial Power of Attorney. In the April 25th edition of Forbes Magazine, they listed the seven most common mistakes made in Estate Planning. Number one was not having a current Estate... [Read More]
Tag: charities
Year End Legal Shopping
Many people are looking to do tax deductible legal work and transferring of assets before year end. One of the most common practices is doing year end gifting of up to $13,000.00 per person with no gift or estate tax consequences. Some are looking to donate to charities within the calendar year, either directly or... [Read More]