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Tag: estate tax repeal

 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 Estate and Gift Taxes, Planned Giving Commentary, Planned Giving Related News Stories, Uncategorized

Time to worry about tax law changes yet?

jgudema
October 2, 2017
Probably not.  It doesn’t seem that the President and Congress are about to do anything...
 Tags Donald Trump Tax Plans, estate tax repeal, tax law change
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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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Blog Articles

  • 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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