Gift-Planning Blog

It’s Back to School—And a Charitable Gift Can Help Pay for College
Posted September 2018

Parents and grandparents of college students can help them pay for their education and make a gift to us by setting up a charitable trust.

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Accelerating Testamentary Gift Can Yield Major Savings
Posted August 2018

Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...

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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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