Five Things About Gifting That All Donors Need To Know
For many clients, the annual gift exclusion is an important planning opportunity. In 2025, the annual exclusion for tax-exempt gifts to a single beneficiary is $19,000, an increase from $18,000 in 2024. 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 […]