Sunday December 17, 2017
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
Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as "my way or the highway." While sometimes difficult to work with, Don nevertheless has...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
On Date 1, Decedent passed away and was survived by Spouse. In order for Spouse to elect to use Decedent's deceased spousal unused exclusion (DSUE) amount, Decedent's estate was required to file Form...More
In IR-2017-201, the IRS "reminds taxpayers there are things they should do now to get ready for filing...More
Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention on...More