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Tuesday October 4, 2022

For Advisors

Advisor Resources 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.
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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Barbara Banker's LoBank Letter of Agreement
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to...
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QTIP Election Extension Granted
Decedent and Spouse executed two separate revocable trusts and later combined the trusts to establish Family Trust (Trust). Decedent’s will authorized the executor of Decedent’s estate to...
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Washington News - Hurricane Ian Disaster Relief
Hurricane Ian Disaster Relief
At publication time, Hurricane Ian has passed over Florida and has touched down in South Carolina. Nearly two million Florida residents are without power. The estimated fatalities from Hurricane Ian is now over 20. Florida Emergency Management Director Kevin Guthrie stated on Friday that the number of deaths could be higher than reported. Hurricane Ian was a Category 4 storm when it reached the west coast of Florida on Wednesday with winds over 125 mph during most of its path through Central...
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Unitrust I - Duration and Recipients
Charitable solutions can create a steady stream of payments for a donor. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable giving. Clients...
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