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 …
Read More »Financial Directive – Advanced Estate Tax Planning, Power of Attorney Issues
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 …
Read More »What is Values-Based Wealth Planning?
Between the years 1980 and 2030 it is estimated that the largest transfer of wealth from one generation to the next in the worlds history will take place when approximately $41 Trillion dollars is transferred at death from the greatest generation (those born between 1910 and 1935) and the Baby …
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