Tuesday March 20, 2018
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
to request materials.
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More
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...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...View Presentation
Private Letter Ruling
Private Foundation requested advanced approval of its educational grants. Private Foundation plans to operate an educational grant program for individuals studying the arts and theatrical performance....More
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data...More
Article of the Month
According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool of individually held retirement-type assets in...More