Gift Options
What to Give
Find out what to give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. More |
How to Give
Learn how to give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More |
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Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today...Read More |
Washington News
The Treasury Department and the Internal Revenue Service (IRS) recently issued guidance regarding the new child IRA accounts, also known as "Trump Accounts." In Revenue Procedure 2026-25,...Read More |
Savvy Living
My parent, who has dementia, recently moved into an assisted living facility that does not allow pets. I am thinking...Read More |
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