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. ...
By avoiding planning for end-of-life care and failing to discuss preferences with our loved ones, we do them a disservice.
A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.
The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.
If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
