Estate and Planned Giving

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Family Limited Partnerships
Personal Planner
Family Limited Partnerships
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
Ten Ways to Reduce Tax Return Errors
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
How to Replace Vital Documents that are Lost or Stolen
Can you tell me how to go about replacing important lost documents? My wife and I recently downsized...
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Planned Giving

What to Give
Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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How to Give
Learn how to make a gift that provides tax benefits and even life income.
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Plan Your Will
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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