November 2012

Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features that cover these important but often neglected topics. We hope it will be a useful resource for you.

Are You Prepared for 2013 Tax Law Changes?

If you have been putting off creating an estate plan or haven't updated it in years, upcoming changes in tax laws might spur you into action. More...

End-of-Year Planning Tips

The following tips will give you a head start on end-of-the-year organizing. More...

Plan Now to Meet These Tax-Break Deadlines

Timing your gift at year-end can be crucial. The gift date—the date used for tax purposes—is the day you transfer control of the asset. And that depends on the asset and your method of giving. More...

Emergency Planning 101

When extreme weather or an unexpected emergency comes knocking at your door, the last thing you want to do is spend precious time searching the house for important documents.  More...