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COVID-19

Now is the Time to Review Estate Planning Documents by By Kathleen Marteney, CRPC®

Posted December 12, 2024

One of the many things individuals learned from the pandemic is that the unexpected can happen, and the best way to be prepared is to have a plan in place that meets your evolving circumstances. It is wise to proactively take stock of your physical and financial health throughout various stages of life and consider […]

Charitable Giving Can Provide Greater Impact, Tax-Efficiency in 2021 by Eric P. Zeitlin

Posted November 10, 2021

Families rarely give to charity solely for a tax break. Still, it is not unreasonable to consider that charitable giving historically has played an important role in tax-efficient wealth and estate planning. Although fewer families have qualified to write off charitable gifts following tax reform enacted in 2017, some recent COVID-relief packages have changed the […]

Families Have More Options for Using 529 College Savings Plans by Sean Deviney, CFP

Posted August 27, 2020

529 plans provide families at all income levels with a tax-advantaged method for funding their children’s future education. Generally, contributions are invested and allowed to grow free of federal income tax when withdrawals are used to pay qualifying higher-education expenses, including tuition and fees for an undergrad or graduate school student; room and board, subject […]

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