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Planned Giving
Compare Gifts

Confused by all the different types of giving? Let this simple chart make life easier by comparing possible outcomes and types of assets.

 
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Select Up to 3 Gifts to Compare
 
Currently federal estate taxes are repealed for any death that occurs in the calendar year 2010. Congress has announced its intent to change that, however, and reinstate federal estate taxes sometime during 2010. What the final legislation will look like is unknown at this point. Check back later for future updates. Comparisons are for example purposes only. Gift specifics and appropriate dollar amounts may vary. The information on this site is not intended as legal or tax advice. For such advice, please consult an attorney or your tax professional.
 
 

 

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