Sunday June 20, 2021

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
Mac Swenson loved the great outdoors. He grew up in the Big Sky country of Montana. As soon as he could walk, Mac was on a pony. By his teen years, Mac was riding horses every day. On weekends, he...
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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
Organization applied for exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that its purpose is to establish, develop and operate recreational facilities for the...
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IRS Publishes FAQ on Advance Child Tax Credits
Washington
News
As the payment date nears for the Advance Child Tax Credit (ACTC) distributions, the IRS has published frequently asked...
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Article of the Month
Introduction The popularity of digital assets has grown exponentially over the last decade. Unsurprisingly, the value of many cryptocurrencies has followed suit, gaining enormous market...
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Plan Your Will
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Plan Your Will
Free Wills Guide
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Plan Your Will
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Plan Your Will
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Plan Your Will
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Plan Your Will
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Plan Your Will
Free Wills Guide
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Plan Your Will
Free Wills Guide
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Plan Your Will
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Plan Your Will
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Plan Your Will
Free Wills Guide
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Plan Your Will
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