Thursday April 2, 2020
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
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as “Wild Bill” for his daring exploits. But Wild Bill was an artist at heart and soon...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
Trust files its federal income tax return on a calendar year basis. Trustee of Trust made a distribution from Trust within the first sixty-five days of Year 2. Trustee intended to make an election to...More
On March 27, 2020, the House and Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Under...More
Article of the Month
On March 27, 2020, Congress and the President enacted the Coronavirus Aid, Relief, and Economic Security Act (CARES Act, H. R. 748). The $2 trillion CARES Act provides massive relief for individuals,...More