Back to Main Website
Planned Giving Menu
Support a cause that's important to you with a planned gift
Put your assets to work with our tax-efficient charitable strategies
Take advantage of the many tax benefits of making a gift
Free Estate Planning Guide
You are at:
Monday June 14, 2021
IRS Will Send Child Tax Credit Letters to 36 Million Families
On June 7, 2021, the IRS published a notice that it plans to send letters to 36 million American families who may be eligible for Advance Child Tax Credit (ACTC) payments. The ACTC payments were...
How to Give Property to Children
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
Golf Gadgets That Can Help Older Golfers
Do you know of any golfing equipment that can help older golfers? My dad, who is 76 and loves to play golf, but...
Chico's Reports Strong Earnings
Treasury Yields Remain Low
Mortgage Rates Decline