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Resources Tools Are Your Finances in Order? Did you know that more than 120 million Americans do not have up–to–date estate plans? April is National Financial Literacy Month, and to help get the word out, The Stelter Company and the National Association of Estate Planners & Councils Education Foundation are teaming up. They've created a free website, A Smart Plan: A Better World, which provides visitors a place to gain a better understanding of estate planning and access tools to get started – all in easy–to–understand language. Stelter and the NAEPC Education Foundation will also host a free webinar on financial and estate planning. Look for registration information on this webinar to arrive soon! Visit A Smart Plan: A Better World » Visit the NAEPC Education Foundation website for more information » Forms Insurance Guidelines & Agent Agreement Form (PDF) UAB Revocable Letter of Intent (PDF) UAB Irrevocable Letter of Intent (PDF) Sample Bequest Language Stock Transfer Form (PDF) IRS Form 8283, "Noncash Charitable Contributions" (PDF) Instructions for Form 8283 (PDF) IRS Publication 526, "Charitable Contributions" (PDF) IRS Publication 561, "Determining the Value of Donated Property" (PDF) Links UAB Stewardship American Council on Gift Annuities Charity Navigator Guide Star Copyright © University of Alabama at Birmingham, All rights reserved. The information in this website 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 income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.
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