The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with the assets you choose...
We want to take a moment to thank our seniors for their incredible contributions to our communities and our economy. From building successful careers to raising families, older Americans have made a lasting impact on our world. Happy Older Americans Month! Hershey...
This May, let’s encourage our elderly loved ones to get involved and give back. From volunteering at a local organization to joining a social group, there are so many ways to connect and make a difference. Let’s spread joy and positivity this Older...
One of the best ways to support our seniors is to encourage them to stay active and healthy. Whether it’s taking a daily walk, practicing yoga, or trying a new hobby, staying active can have a big impact on overall health and happiness. Hershey Financial Group,...
May is Older Americans Month, and we want to take a moment to recognize the incredible contributions of our seniors. From sharing wisdom and experience to staying active and engaged, older Americans have so much to offer our communities. Hershey Financial Group,...
