I have been getting regular calls of late with regard to Powers of Attorney. My phone messages usually read something like “Ross Geller called, his sister Monica just had a stroke and he needs a Power of Attorney for her.” When I return these calls it often leads to frustration. The reason for that? Ross […]
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Category Archives: PlanningFrom time to time, our clients ask us about gifting. Here’s the skinny — the gift tax exclusion amount for 2016 is $14,000. That means that this year you can make gifts of $14,000 (or less) to as many people as you like without triggering the requirement to file a gift tax return. However, if […] Did you know that the Pennsylvania legislature enacted significant changes to the Pennsylvania Power of Attorney laws? Some of the new changes are effective immediately and some are effective as of January 1, 2015. A few highlights to the new changes: Revised execution requirements Changes to the required notice on the front page Requirements that certain […] |