Enjoy significant tax savings while providing for a cause that's meaningful to you. Among other plans, you can give a future gift through your estate of an immediate gift that returns income.
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 complementary service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
Take a look at our free resources for Planned Giving.
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PRIVACY STATEMENT
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.
