Annual Gift Allowance

by
Annual Gift Allowance

Many people are aware that they can make an annual $15,000 gift (although most people think of it as a yearly $10,000 gift), called the Annual Exclusion, but they are unclear as to the details.  So here they are: An individual (the Donor) may give an annual gift to another individual (the Beneficiary) without that … Read more

by
Attorney Roger Levine Beneficiary Designation

Many people are concerned, and rightly so, that whatever assets they have, end up going to the people or organizations they eventually want to get them.  Unfortunately, this does not always happen. Assets can pass in a number of ways.  If you have a Will, assets that you die with in your name alone will … Read more