Estate and Planned Giving

Giving

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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and wife. It has several...
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Ten Ways to Reduce Tax Return Errors
Washington News
In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the...
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How to Replace Vital Documents that are Lost or Stolen
Savvy Living
Can you tell me how to go about replacing important lost documents? My wife and I recently downsized...
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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.
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