For Professional Advisors
Forms, links and books to help you and your clients in gift and tax planning.
Professional Advisors' Reference Library
Charitable gifts, like financial plans, should be tailored to individual circumstances and can often improve your client's position. The following articles cover a range of topics to help you better advise your clients on charitable estate planning issues.
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The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.