Grandparents and Gifting: Doing It the Right Way
We’ve written previously about various ways grandparents might want to structure the financial gifts they provide for their grandchildren. Grandparents may wish to include their grandchildren in their annual gifting plans as a regular part of their estate planning; in 2024, by combining their individual gift tax exclusions, a married couple filing jointly can gift as much as $36,000 to one or more individuals.
One Step at a Time: Getting through the Early Stages of Widowhood
Because losing a spouse is an emotionally tough time, managing financial tasks may feel almost impossible. In addition to consulting with your wealth advisor, ask for help from a trusted family member or close friend.
Family Gifting Is Great, Just Don’t Be Too Late!
Since its enactment in 1932, families with significant assets have utilized the annual gift tax exclusion as a tool for both transferring wealth to the next generations and also reducing the size of the taxable estate.
In the Wake of the Unthinkable: Starting to Pick Up the Pieces after Losing a Loved One
For most of us, contemplating the loss of a spouse or other loved one is the most difficult thing imaginable. In his classic book A Grief Observed, beloved writer C. S. Lewis offers this description of how the world can appear to someone grieving such a loss: “Her absence is like the sky: spread over everything.”
Taxes and Your Investments: Understanding the Basics
The main reason we invest is to make money, but it’s also important to understand how the government’s share is calculated and how it affects your outcomes.
Matt Mercer Promoted to COO
Congratulations to TPC’s Matt Mercer, who was recently promoted to Chief Operating Officer (COO). Matt’s
A Useful Guide to Being the Executor of Your Parent’s Estate
When adult children agree to serve as the executor of their parents’ estate, they often
TPC’s 25th Anniversary – Proudly Looking Back and Ahead
By Matt Sivertsen, CFP®, CeFT®, Sr Financial Planner As our name suggests, at The Planning
Bank busts a cautionary lesson for small-business depositors
According to H. Jude Boudreaux, CFP®, a CERTIFIED FINANCIAL PLANNER® at The Planning Center in New
Tips for American expats from a financial advisor who helps clients move abroad
CERTIFIED FINANCIAL PLANNER® H. Jude Boudreaux, CFP®, a member of CNBC’s Financial Advisor Council, shares insights and advice
I’m 68, my husband is terminally ill. I want to spend the rest of my days traveling — will I have enough money?
In this Morningstar article H. Jude Boudreaux, CFP® Sr. Financial Planner, provides ideas and advice on how to prepare when
TPC’s Jude Boudreaux Mentors FPA’s Residency Program
Jude Boudreaux, CFP®, Sr Financial Planner, recently served as a mentor for the FPA Residency
