Advisor Resources

Sunday December 15, 2019

Please feel welcome to invite your professional advisors, including CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other experts to refer to the following resources when partnering with you to evaluate your personal, financial, and estate planning goals. All services included here are complimentary, including GiftLaw and Gift and Deduction Calculators.

GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
Deduction Calculator
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...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl was most successful with real estate investments. It...
Private Letter Ruling
Decedent created Trust on Date 1. When he passed away on Date 2, Decedent was the owner of several IRAs. Trust was the sole beneficiary of each IRA. The trust document requires that Decedent's...
Article of the Month
Charitable lead trusts have become more attractive as an estate and income tax planning tool. The reason for this is the historically low Section 7520 rates (Applicable Federal Rates or AFRs). In...