Your Gift & Estate Planning Resource
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...MORE
You transfer your cash or appreciated property to your local Salvation Army in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.MORE
How to Make the Most of Your Doctor's Visit
"Can you write a column educating patients on how to prepare for doctors' appointments? I manage a number of small health clinics and have found that patients (especially seniors) who come prepared...MORE
