Gift Planning
Blog
July 2018
A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives
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8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan
Posted June 2018
A change in your family means it is time to review your will and estate plan.
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The Season of Life, the Gift of Life Insurance
Posted May 2018
Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.
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It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
Posted April 2018
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.
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So Where Are Your Most Important Estate-Planning Documents?
Posted March 2018
For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.
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Next Steps
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