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Question: My durable power of attorney has the phrase: “it shall not be deemed to be self-dealing on the part of my attorney-in-fact herein to make gifts, transfers or dispositions to or [...]

Question: I have 3 questions about the timing and documentation of gifting: 1. If gift checks were written in 2018, but not cashed until 2019, in what year are they counted? 2. If gift checks [...]

Question: I’m planning to give my daughter the money she needs for the down payment on her new house. What I would like to know is the formality of giving the gift of $100,000. Do I just [...]