Planned Giving

Planned Giving
Wednesday January 17, 2018

News

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Personal Planner

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal...

Washington News

Washington News

IRS Warns of Scam Targeting Tax Professionals

On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports...

Savvy Living

Savvy Living

Help With Home-Care Bills

Do you know of any resources that can help with my mother's home-care bills? My mother is recovering from a stroke and needs in-home care, but she...

Finance News

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The New Estate Plan:
Modern Solutions for Modern Families
Thursday, April 21, 2016
at 9:00AM EST

Presented by
Martin S. Finn, JD, CPA, LL.M.
Sponsored by
SUNY Gift Planning Group
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