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Guidance for Financial Professionals

The Options in Charitable Estate Planning newsletter brings you informed, savvy guidance to keep you up to date on current and emerging gift planning opportunities. Find the latest articles below and check back for updates.

Latest From the Blog

From Fair Food to Philanthropy: Unique Giving Options for Farmers and Ranchers

Nothing encapsulates the spirit of summer more than the fair, whether it’s a 140-year-old tradition like the Texas State Fair, attended by more than two million people annually, or ...

More than Just Spaghetti: Exploring Differences in Life Income Gifts

If a researcher could travel back to the 1970s to ask average Americans about their pasta consumption, it is likely their responses would be fairly narrow: spaghetti and meatballs, ...

Dangerous Curve Ahead: The Upcoming Sunset of TCJA Provisions

Driving is a beloved part of American culture, whether cruising in a classic car, enjoying the open air in a convertible, or heading down the highway on a road ...