Welcome to Planned Giving
Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Bypass the Estate Tax
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is reasonable certainty.
Estate...MORE
Assistive Technologies That Help Elderly Seniors Stay at Home
What types of new home technologies can you recommend to help me keep tabs on my elderly mother? She lives alone, about a one-hour drive from me and I worry about her safety.
Helping an aging parent...MORE
Coalition Supports Charitable Tax Deduction
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted that last week he and Rep....MORE
