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Making the Most of Giving to Charities

By |2020-12-14T13:04:42-05:00December 14th, 2020|

In this recording of JGUA Financial Commentary Podcast, Andrew and Amanda will go over what charitable gifting is, strategies to make your gift benefit you, and different methods that you can consider. Firstly, they talk about cash donations and what processes need to take place for the donor to get certain tax benefits. Next they discuss donating to charities, and the differences in funds you will see on your receipt - what does it all mean? Other topics discussed include gifting appreciated stock, standard deduction thresholds, donor advised funds, and qualified charitable distributions. Please reach out to info@jgua.com with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Amanda.

What Does Inheritance Really Mean?

By |2020-12-14T11:10:50-05:00December 2nd, 2020|

This episode, hosted by Andrew Baron, CFP®, EA, featuring Lizzy DiPietrantonio, J.D. touches on several points surrounding inheritance, both for those that leave money, and those who recieve it. This includes taxes, interesting stories, and how this can relate to you. Firstly, Lizzy discusses what you should do if you recieve an unexpected inheritance. Most would react by wanting to pay off debt, but listen closely as Lizzy gives other ideas that may be worthwhile. The next talking point is taxes. There are two types that are discussed; federal estate tax and state inheritance tax, which effects those within 6 different U.S. states - listen to learn the difference and what to look for. Lastly, there are three fun stories that are discussed: a woman who left her dog $12 Million dollars, a man who left his local waitress $500,000, and a man who randomly picked 13 people to leave his estate to. Listen till the end to find out the exciting conclusions to these bizarre stories. Please reach out to info@jgua.com with any questions or comments or visit us at www.jgua.com/about-us/our-team to learn more about Andrew and Lizzy.

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