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Welcome to Planned GivingOur 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.
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...MORE
How to Make the Most of Your Doctor's Visit
"Can you write a column educating patients on how to prepare for doctors' appointments? I manage a number of small health clinics and have found that patients (especially seniors) who come prepared...MORE
Providing for Our Children's Future
Daniel and Maggie worked for years building their nest egg for retirement. They also want to provide for their children. ...MORE
Identity Theft Takes $11 Billion From IRS
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund fraud. TIGTA produced a...MORE |
