Planned Giving
Sunday March 9, 2014
For Advisors
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 free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.MORE
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...MORE
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan... MORE
The Gift of Philanthropy to Two Sons
Lorraine Moore, a widow age 75, has an estate valued at $1 million. Her estate consists of her home valued at $100,000, liquid investments of $400,000 consisting primarily of bonds and some stock,...MORE
Distribution to Fdn. Won't Result in Self-Dealing or Excess Business Holdings
Founder's estate plan provides that after the death of the survivor of Founder and Founder's wife, an ownership interest in an LLC will pass to Foundation. Founder owns all membership units, voting...MORE
White House Releases 2015 Budget
On March 4 the White House released the proposed federal budget for 2015. That fiscal year will commence on October 1, 2014....MORE
CRT Gift and Estate Taxes
A charitable remainder trust consists of a gift of a remainder interest and the retention of an income interest. The present value of that remainder interest qualifies for the unlimited gift and...MORE