Estate and Planned Giving

Giving

Property Turns Into Income
Donor Stories
Miranda lived in the family home where she and her spouse had raised their children. After her...
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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an...
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IRS Will Pay Tax Refunds During Shutdown
Washington News
In IR-2019-1, the Service stated it would open the tax-filing season on January 28, 2019. With the...
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Planned Giving

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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Learn how to make a gift that provides tax benefits and even life income.
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now