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Our Gift to You
In an effort to keep you notified of current issues involving estate planning and planned giving, we're offering a free e-Newsletter. Click here to learn more. More
Inventing the Future of Great Nursing
Joseph J. Mascuch died in 1986, but the inventor of the ignition shield, flexible metal fuel hose, and 162 other devices still helps Overlook attract great nurses to the hospital. More
Gain Full Control of Your Financial Future!
Increase your knowledge of charitable giving and estate planning with our brief, easy-to-understand "Creative Estate Planning Course."
This course provides you with the fundamental knowledge you will need to approach your estate planning. The course is offered in a five-part series without obligation... More
Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More
3 Ways to Show Your Charitable Side
When it comes to supporting our work and your other favorite charitable organizations, there are many options to choose from. Here are some easy ways to show you care. More
Passing Retirement Plan Assets On to Family Isn't Always a Good Idea
Your most valuable assets may also constitute the biggest tax bill for your heirs. Yet research shows there's a less than 50/50 chance that your loved ones realize what's headed their way. Here is the real story. More
Q&A Inheritance: The Fine Print
Do you know who will get your retirement assets after your lifetime? Here are the answers to three common questions that will help you as you plan your estate. More
3 Gift Options for the Person Who Wants Flexibility
It's not always easy to think about being charitable if you're worried about tomorrow's finances or aren't prepared to finalize a large gift. Rest assured, there are flexible gift options that allow you to change your mind, if need be. Here are gift options that let you have control. More
