Provide & Protect
Thank you for visiting our site. I know you will enjoy your trip through the estate planning process. Discover some of the important reasons to provide for & protect your family. Learn about important life decisions involving family, healthcare, finances, and estate planning. MORE
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this...MORE
TaxReform.Gov Seeks Your Opinion
Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and Means Chairman Dave Camp (R-MI) have conducted over 50 hearings in preparation for major tax reform. Both are committed to...MORE
IRA Rollover: A Gift with Substantial Benefits
Gary was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts in the past three years to his favorite charity and knew the benefits....MORE
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