Five Things About Gifting That All Donors Need To Know
For many clients, the annual gift exclusion is an important planning opportunity. In 2026, the annual exclusion for tax-exempt gifts to a single beneficiary is $19,000, which is the amount for 2025. Brian Resch, CPRS®, Managing Partner and Financial Advisor at MPPL Financial, highlights the impact of this strategy: “Since these gifts can be made […]
The Questions Every Estate Plan Needs To Answer
If you already have an estate plan in place, it does not always guarantee it addresses all of your current needs and intentions. Life is fluid. Circumstances change, often unexpectedly, making it important to protect yourself and those you love. This is why we encourage you to review your estate plan at least every five […]
Grandparent-Owned 529 College Savings Plans: More Powerful Than Ever
There’s good news for students who have financially generous grandparents. Beginning in the 2024-2025 academic year, grandparent-owned 529 college savings plans have stopped becoming a headache for students seeking federal financial aid. As Ben Laska, CFP® and financial advisor based in MPPL’s Wausau, WI office, explains: “Previously, distributions from such plans negatively impacted the student’s […]