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Tag: estate tax

 Category Insurance, Planned Giving Commentary, Uncategorized, Wealth Transfer

Interesting opportunities as a result of the new tax law

jgudema
May 9, 2018
Slowly, we are starting to realize there are interesting opportunities as a result of the...
 Tags estate tax, fundraising, life insurance, nonprofit, Philanthropy, politics, tax, tax law, taxes, Trump Tax Plan
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 Category Planned Giving Commentary, Uncategorized

Time to get your planned giving act together!

jgudema
March 15, 2018
Baby boomers getting older…. The wealth transfer is coming…. Blah, blah, blah.  The same old,...
 Tags baby boomers, boomers, estate tax, tax, Trump, Wealth Transfer
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 Category Estate and Gift Taxes, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized, Wealth Transfer, Year End Giving

Update on New Tax Plan and Nonprofits

jgudema
December 21, 2017
Ok, the details are coming out and as I thought, nonprofits might actually benefit from...
 Tags estate challenges, estate tax, estate tax repeal, Trump, Trump Income Tax Brackets, Trump Tax Plan
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 Category Planned Giving Related News Stories, Uncategorized

It’s started…..

jgudema
April 28, 2017
Tax reform – yikes! Always supposed to simplify but always ends up being more complicated!...
 Tags estate tax, planned giving, standard deduction, Trump Tax Plan
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Planned Giving Advisors

We designed our planned giving service to be comprehensive (covering legal, marketing, coaching, etc…) and cost effective. Our goal and methods are simple: we enable nonprofit staff to create a strategic approach to their unique circumstances, coach you through the challenges in implementing your program, and are always ready to get directly involved in helping you close a planned gift.

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  • Power of Attorney Issues Dementia Stroke Alternative POAs November 4, 2025
  • Revocable Living Trusts vs. Wills and Powers of Attorney: A Comprehensive Overview August 14, 2024
  • Cautionary tale – Do you need to update a Power of Attorney when you change state of residence? May 14, 2024
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