Under our country’s tax laws, it is the person making a gift (the donor) who is responsible for any gift tax that is due. The gift’s recipient…
The Tax Cuts and Jobs Act was signed into law on December 22, 2017. It represents the most significant tax overhaul in decades. Although efforts by the…
Last week, I discussed the ten warning signs of Alzheimer’s disease and the fact that because symptoms progress slowly, many family members live in denial until…
I went on a trip last month without knowing where I was going. My husband wanted to plan a surprise vacation for the family to celebrate his 50th…
The Texas Transfer on Death Deed allows homeowners to name a beneficiary who will inherit their property after they die. It works like a beneficiary designation on a…
It’s that time of year again. High school seniors are preparing to graduate and head off to college, and parents are wondering how it’s possible that their…
One of the benefits of a Transfer on Death Deed is that it is completely revocable during lifetime of the grantor (the homeowner making the deed). According…
NB: For information on the current state of the estate tax in light of the Tax Cut and Jobs Act, click here. One of the biggest issues…