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  • Professional Advisor Resources
  • For Advisors

    Thursday February 29, 2024

    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:
    • GiftLaw Pro
      GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
    • 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...
    • Washington News
      Even though the 2024 filing season started a week later than normal, the IRS reports that website visits have increased 6% over last year. The IRS credits some of the inquiries to an improved...
    • Case of the Week

      Exit Strategies for Real Estate Investors, Part 12

      Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his...
    • Private Letter Ruling

      Extension Approved for Portability Election

      Decedent died and was survived by Spouse. Decedent’s estate (Estate) was not required to file an estate tax return, Form 706 under Sec. 6018(a). Estate represents there was an unused portion of...
    • Article of the Month

      Charitable Gifts and Life Insurance Policies

      Many individuals own life insurance at some point in their lives. Life insurance policies provide long-term financial protection to loved ones in the event of an unexpected death. Depending on the...