We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations. More
Grizzly Gordon grew up in the Big Sky country. He loves the mountain and plain vistas of this beautiful ranching country.
Grizzly is now 72. He decides that perhaps it's getting time to think about... More
Foundation is classified as a Sec. 509(a) private foundation. Foundation received a large bequest of Company's capital stock from Trust. As a result of the bequest, Foundation has excess business... More
The Social Security Administration has announced a 5.9% increase in benefits for 2022. This is a dramatic change over the 1.3% increase for 2021. During the past decade, the increases have generally... More
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A beneficiary designation is... More