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 |
More
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 to...Read More |
Washington News
The House and Senate are working on a major tax bill. Both the House and Senate propose allowing energy credits for 2025. However, the Senate bill proposes eliminating some energy credits within 180...Read More |
Savvy Living
Does Medicare cover annual physical exams? I have gotten a physical every year and would like to find out what Medicare...Read More |
||||