Monday April 29, 2024
Services & Resources
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to
start a new business, to cover costs for a...More
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.More
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...More
Wills Planner
If you would like to create a plan for you future or need to make updates to an existing plan, the Wills Planner can help you get started.More
