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.
Irrevocable Life Insurance Trust (ILIT)
Protection With a Less-Than-Perfect Family
Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family.
Susan: "I...MORE
Tax-Free Sale
Howard and Janet were age 55 when they purchased some development land outside of town, and they thought it would be a good investment that they could later sell....MORE
Payroll Tax Cut Extended
On February 17, the House and Senate both passed the Middle Class Tax Relief and Job Creation Act of 2012 (H.R. 3630). The 2% payroll tax cut was extended for the...MORE
