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Gift Planning


A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Posted July 2018

Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives

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8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan
Posted June 2018

A change in your family means it is time to review your will and estate plan.

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The Season of Life, the Gift of Life Insurance
Posted May 2018

Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.

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It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?
Posted April 2018

If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.

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