Blog

Accelerating Testamentary Gift Can Yield Major Savings
Posted August 2018

Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...

Read more »

Share This Post: 

A Charitable Gift Plan for Investors That Accomplishes Four Objectives
Posted July 2018

Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives

Read more »

Share This Post: 

8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan
Posted June 2018

A change in your family means it is time to review your will and estate plan.

Read more »

Share This Post: 

The Season of Life, the Gift of Life Insurance
Posted May 2018

Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.

Read more »

Share This Post: 

« View Previous Posts »

Next Steps

Back

© Pentera, Inc. Planned giving content. All rights reserved.