Monday November 29, 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
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His work ethic was quickly recognized by...
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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
Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file a Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused...
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National Tax Security Awareness Week
Washington
News
On November 19, 2021, the Internal Revenue Service announced that National Tax Security Awareness Week will take place...
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Article of the Month
Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the 1990's with the creation of...
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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
Free Wills Guide
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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
Free Wills Guide
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Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
Plan Your Will
Free Wills Guide
Contact Us
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