Gifting Assets Under a Biden Administration

Alvina H. Lo |
Emerald GEMs

January 26, 2021, GEM 31 — With the Biden administration and Democrat-controlled Congress now in place, the lifetime gift exemption—currently at an all-time high—could revert to a drastically lower level sooner rather than later. Therefore, now is the time for gifting assets while the higher exemption is still available. In today’s podcast, Chief Wealth Strategist Alvina Lo discusses actionable estate planning strategies, including common roadblocks and how to overcome them.

Listen...


Stretching Your Charitable Dollars

Wealth Planning
helping hand with the sky sunset

With today’s coronavirus crisis, giving to charity is even more important than ever. In a time of such great need, how can you create a charitable gift strategy that reflects your values, helps those who need it most, and stretches your charitable dollars most effectively? The need is so great that it can be overwhelming to know where to begin.You may be unsure who to give to and uncertain about some of the new tax rules that impact charitable giving.

Read More...