Saturday September 22, 2018

For Advisors

Welcome! Our complimentary GiftLaw resources are available to all advisors. This complete tax-update service is useful to CPA's, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.

The Gift and Estate Planning staff for the Indiana Division are pleased to partner with you to assist in your clients' estate planning and charitable gift decisions. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Please contact us for specific bequest language to best meet your client's wishes, especially if their gift is for a specific program or community.

We provide free resources to give to your clients such as
  • A Guide to Planning Wills and Trusts
  • Ethical Will or Legacy Letter samples
  • To Have and to Hold Estate Planning for the Soul book
  • Provide and Protect, Important Life and Death Decisions book
  • Christian Will preamble samples
  • Gift planning illustrations
  • And estate planning brochures on a variety of topics
Click here to request materials.

GiftLaw Pro
Charitable Tax
Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment...
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Deduction Calculator
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...
View Presentation
Private Letter Ruling
Taxpayer established three irrevocable trusts, one for each of his children. The terms of each trust were identical, except for the named primary beneficiary. The trustee was authorized...
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Protect Yourself from Hurricanes, Floods and Tornadoes
Washington
News
At publication time, Hurricane Florence is moving through North and South Carolina. Federal and state first...
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Article of the Month
In the wake of natural disasters, national tragedies and medical misfortunes, donation-based crowdfunding campaigns seek to raise funds to help those in need. Online crowdfunding platforms make it...
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Plan Your Will
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