Charitable/Philanthropic Planning


Resources


WealthCounsel's WealthDocx
The nation’s leading drafting system for estate planning attorneys, WealthDocx enables estate planning attorneys to create documents using interactive and detailed interviews that guide the document drafting process. By helping to eliminate the human errors that repetitive typing and cut-and-paste methods introduce, attorneys can practice with greater confidence knowing they are providing their clients with high-quality, customized legal documents.


News Archives

Give Now Or Pay Later
Forbes

Taxes on big gifts slated to soar
CNN

To Give or Not to Give, Up to $5.12 Million
NY Times


How To Extend the Gift-Tax Holiday
Barron's

Rising Pressure To Complete End Of Year Exemption Gifting Strategies
Kitces.com

Free Estate Planning Checklist

Free Estate Planning Webinar

Estate Planning ebook

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