Top 3 Reasons You Need a Power of Attorney

Top 3 Reasons You Need a Power of Attorney

A Power of Attorney is a legal document that allows you to choose a trusted person to make financial decisions for you.   A cornerstone of a comprehensive estate plan, a Power of Attorney, works for you now, during an illness or injury, and later, during incapacity.  ...
Will You Owe a Gift Tax This Year?

Will You Owe a Gift Tax This Year?

The rules surrounding taxes on gifts often create confusion. With the 2025 tax season kicking off, be sure you understand the nuts and bolts of the gift tax, including when a gift tax form needs to be filed. What Is the 2024 Gift Tax Exclusion? The annual gift tax...