Posts Tagged: Continuing Education

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6 Things You Should Know About Healthcare Power of Attorney

What is a healthcare POA? A healthcare power of attorney (“POA”) is a legal instrument that allows you to select the person that you want to make healthcare decisions for you if and when you become unable to make them for yourself. The person you choose is your agent/representative for purposes of healthcare decision-making. What… Read more »

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Beneficiaries, Executors, and Guardians, Oh My!

I’ve previously written about the six “must have” documents of everyone’s estate plan. These documents include some key people that are essential. But, the terms for some of these roles can be confusing. Let’s review the main ones today. What is a Beneficiary? Let’s talk first about beneficiaries. This is a basic term you’ve probably heard before… Read more »

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Record Keeping Requirements for the Federal Income Tax Charitable Deduction

I say, it’s better to give and receive. You can both give and receive by using the federal income tax charitable deduction. A gift to a qualified charitable organization may entitle you to a charitable contribution deduction against your income tax if you itemize deductions. Assuming the gifts are deductible, the actual cost of your gift is… Read more »