Planned Giving

For Advisors

Thursday May 23, 2019

Advisor Resources
Advisor Resources
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.
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and...
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Private Letter Ruling
Decedent passed away leaving Surviving Spouse, a non-U.S. citizen, as the beneficiary of Decedent's estate. Surviving Spouse was the trustee of Trust 1 and executor of Decedent's estate....
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Washington News
On August 1, as part of an ongoing series on data security, the IRS cautioned taxpayers and preparers to be careful when using public Wi-Fi. Many Americans use public Wi-Fi at coffee shops,...
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Article of the Month
Savings bonds and commercial annuities are considered by many to be very safe investments for individuals. Investors enjoy the guaranteed return these assets offer. Many individuals are concerned that...
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