I recently wrote about the absolute need for a Medical Directive granting the exclusive power to your Agent for the purpose of communicating your healthcare wishes and to instruct those in charge of your medical care and to respond to the actual facts and variables known when an actual healthcare …

Question: Dear Mr. Pancheri, I read your great article Gifting Real Estate Under the Annual Gift Tax Exclusion. In this article you explain that an LLC can be used to accomplish this. I am considering an LLC as a method to gift my house to my son. I have two …

If you’re like most people, you have some good personal and financial records. It’s just that they’re in a dozen or more locations known only to you. I grew up in a household where it was not unusual for my mom to be frantically running around “Where is my purse?”, …