Charitable Giving

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

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

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

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

In this episode, we discuss creative ways to charitably give. This includes gifts other than cash in order to avoid taxes.

Updates for Donors: CARES ACT

The Coronavirus Aid, Relief, and Economic Security (CARES) Act creates two new

Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial planning opportunities a bear market and the C

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

Wealth Transfer Planning 5 of 6

 

 

In wealth transfer planning, we often think of how we want to distribute our assets upon death. But what is sometimes