Free Estate Planning Guide

Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. You may also ask a question in the comments section.

Please enter your name and email address. Provide for and protect your family with this Estate Planning Guide.

Enter Your Information

Electronic/PDF Estate Planning Guide
Please mail me a printed Estate Planning Guide
scriptsknown

Gift Options

What to Give
Find out what to give and learn about the best assets to make a planned gift.
How To Give
Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income.
Planned Gifts Cacluator
These presentations show the income and tax benefits for you.
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

Create Your Plan

Learn About Wills and Trusts
Help plan for your family and loved ones with a will or living trust.
Bequest Language
View some helpful language commonly used on bequests.
Request an Estate Planning Guide
We would like to send you a FREE Estate Planning Guide.

News

Personal Planner
Important Life Decisions
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so...
Savvy Living
How to Choose a Good Estate Sale Company
Can you provide some tips on how to choose a good estate sale company who can sell all the leftover items in my mother's house? The estate sale business has become a huge industry over the past...
Washington news
Time for a 'Paycheck Checkup'
In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a "Paycheck Checkup." The passage of the Tax Cuts and Jobs Act (TCJA), brought many changes that will...

For Advisors

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.