The IRS has announced an inflation adjusted increase in the gift tax limits for 2025! Despite the minimal change, we feel it is important to announce since
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Charitable giving is an important part of my financial plan and based on my anecdotal experience as a financial planner, I’d say it more than likely is a part
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A new year means inflation adjusted gifting limits! Although it may feel like small changes, we wanted to highlight this because we know gifting is important to
A new year means inflation adjusted gifting limits! Although it may feel like small changes, we wanted to highlight this because we know gifting is important to
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Have you ever gifted or loaned money to support a loved one? Are you considering gifting or loaning money to support a loved one? Listen to this podcast
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Have you ever thought of who you should leave your estate to? Estate planning can be daunting with children as heirs, but even more difficult for those with no
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If your considering your options on transferring wealth to the causes you care most about, listen to this episode on things to know or consider when doing
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In this episode, we discuss creative ways to charitably give. This includes gifts other than cash in order to avoid taxes.
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Updates for Donors: CARES ACT
The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new tax benefits for donors to non-profits. One will
My kids love to go to the park. It doesn’t matter which park it is. I’m pretty sure that we’ve visited every community park in the Lehigh Valley this year.
If you watch Good Morning America regularly1, or are an avid Facebook user, you may have stumbled across Ruby Kate Chitsey by now. Her story has gone a bit
