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
Many people use their annual gift exclusion as part of an overall estate planning strategy.
Sara: "We had a pretty good...Read More |
Washington News
On March 18, 2024, the Internal Revenue Service (IRS) reminded taxpayers that the April 15 filing deadline is quickly approaching. To assist taxpayers, the IRS offered ten tips to help avoid tax...Read More |
Savvy Living
Who should get screened for lung cancer and what are the Medicare coverage guidelines? I quit smoking many years ago,...Read More |
||||