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Saturday December 2, 2023

Giving News

Thank you for your interest in planned giving! This page is designed to offer helpful third-party resources and news related to planned giving.

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Wills - Good and Bad
Personal Planner
Where is the Missing Will? More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true...
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National Tax Security Awareness Week
Washington News
On November 17, 2023, the Internal Revenue Service (IRS) and its Security Summit partners announced the annual National Tax Security Awareness Week...
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How an Incentive Trust Can Influence Your Heirs
Savvy Living
What can you tell me about creating an incentive trust? I have concerns about my heir’s financial management skills and would like them to meet...
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