Gift Planning

A World War II Vet Offers a Substantial Gift in Thanks for His Solid Education
When Jerome Flaherty, DC, ND, was just 19, he experienced the harsh realities of war. While serving in the South Pacific during World War II, Dr. Flaherty was hit by shrapnel during a skirmish with a Japanese submarine just three hours before the same sub sunk the Indianapolis, causing the deaths of thousands of sailors at the tail end of the war. 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 This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).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

Now's the Time to Review This Important Estate Planning Checklist
As the new year gets under way, now is the perfect time to take the necessary steps to update your estate plans so they reflect any life changes you experienced in the past year. More

Use Your Will to Change the Future
Do you hesitate to give to your favorite causes because you are concerned about needing your assets in the future for you or your family? A gift in your will, called a bequest, could be the right option for you. More

3 Steps to Change Beneficiaries in Your Will or Living Trust
If you wanted to name or change a beneficiary in your will, would you know what to do? The process is actually easier than you might think. More

Surviving the Loss of a Loved One: Estate Planning Help
Life is challenging. The loss of a loved one makes it even more so. But don’t let stress over your finances make it even harder—ease your way through the tough times with these smart financial strategies. More