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Gift Planning for Different Life Stages
GIFT PLANNING NEWS
The Annie Clarkson Society presents two estate planning seminars at alumni reunion 2010.
Gift annuities may save taxes when converting a retirement plan to a Roth. Read more in the second half of this New York Times article.
IRA Charitable Rollover stalls in Senate. Click for more information.
Estate tax is suspended as of January 1, 2010. Click for more information.
Jerry Claffie '59 Top 10 Questions on charitable gift annuities
5 Myths About Wills and What You Should Do. Click to go to this USA Today article.
What happens if you die without a will? Click for more information.
The IRS has released "10 Tips for Taxpayers Making Charitable Contributions." Click to go to the IRS Web site for further information.







