Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please contact us. A member of our Planned Giving Team will be happy to help you.

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News

Monday January 16, 2017

Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function:...
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Top Seven 2016 Tax Law Changes
Washington News
In FS-2017-1 the IRS published a summary of seven tax changes. Many of these changes will impact some of the 153 million Americans who file tax returns during 2017. The significant tax changes...
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Tax Help for Caregiver of Elderly Parents
Savvy Living
Are caregiving expenses tax deductible? I provide a lot of financial support to my elderly mother and would like to find out if I can write any of it off on my taxes. There are actually several tax deductions and credits available to adult children who take care of their aging parents or other relatives. Here are your options along with the IRS...
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