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
At publication time, Hurricane Ian has passed over Florida and has touched down in South Carolina. Nearly two million Florida residents are without power. The estimated fatalities from Hurricane Ian... More
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... View Presentation
Charitable solutions can create a steady stream of payments for a donor. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable giving. Clients are often concerned with maintaining their standard of living, minimizing tax recognition and looking for a way to support their favorite charitable organizations. Life income gifts are a great solution for clients who desire a steady source of income for the duration of their lives, while also providing a legacy for charity.
Part one of this article series will provide an overview of charitable remainder trusts. This article series will provide illustrations of the gift models and practical ways of using a charitable remainder unitrust. The information should help a donor understand how a charitable remainder trust can fulfill his or her philanthropic goals.... More
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to... More
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.