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Should I Gift $15,000 to My Children Annually as Part of My Estate Plan?

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The current federal gift tax exclusion allows you to give away up to $15,000 per person annually, to as many individuals as you wish.

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Recent changes to Indiana law make it important that you review your Appointment of Health Care Representative with your Attorney.

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Learn about how a seller may condition the sale of “replacement property.”

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Learn what living wills and advance directives are, why doctors ask about them, and how these documents protect your healthcare choices.

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The snapshot date is the date of institutionalization lasting at least 30 consecutive days. It can affect qualification for Medicaid.

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Should I just have my parents gift their assets to me without assistance?

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A trust can you appoint a trusted individual to manage your child’s inheritance so that they make sound financial decisions.

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Do you need an Emotional Will?

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What does “the loss of a step up in basis” mean, and why is it important?