The social distancing, telework, and like effects of the Covid-19 pandemic have only increased our use and reliance on electronic communications and assets.
Estate Planning & Taxation
For many, year-end tax planning considerations includes making charitable contributions. When determining how much to contribute, there are number of issues that come into play. The beauty of most charitable gifts is that you get the full benefit of the face value of the asset. Careful planning is necessary to avoid financial and tax pitfalls.
A power of attorney (POA) is one of the three documents commonly used to implement an estate plan (a will and a living will being the other two). At least every five years, an estate plan should be reviewed to consider changes in the laws, your family and financial situation, your intentions regarding fair and equitable distributions under your estate plan and your probate assets (distributed per your will) and non-probate assets (distributed per beneficiary designation or by law).
The United States Supreme Court declared that the federal government must honor a state’s decision giving same-sex couples the right to marry and that not recognizing such marriages was a violation of basic due process and equal protection principles.
There are several risks involved when adding another person to a bank account, before creating a joint bank account, one should be aware of some of the potential consequences.
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