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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "gifts"
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 What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Himself?
2
By Harry Margolis
In Durable Powers of Attorney
Posted August 5, 2020

What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Himself?

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 [...]

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 How Does Timing Affect Gifts and State Estate Taxes?
0
By Harry Margolis
In Estate and Gift Taxes
Posted April 16, 2019

How Does Timing Affect Gifts and State Estate Taxes?

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 [...]

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 How Must I Document a Gift to My Daughter?
0
By Harry Margolis
In Estate and Gift Taxes
Posted June 22, 2018

How Must I Document a Gift to My Daughter?

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 [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (4)
  • Health Care Directives (12)
  • Irrevocable Trusts (40)
  • Long-Term Care Planning (155)
  • Non-Traditional Families (14)
  • Non-US Citizens (20)
  • Pets (3)
  • Practical Matters (15)
  • Probate (27)
  • Property in Other Countries (4)
  • Real Estate (52)
  • Retirement Plans (16)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (66)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (43)
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