3 Steps to End-of-the-Year Tax Savings A preliminary look at your taxes this year may have you scrambling for additional deductions, often in the form of charitable gifts. Take these three steps to ensure savings yet this year.
Prepare Your Estate for 2010 Tax Law Changes
As we prepare to ring in 2010, we also need to prepare for some major tax law changes—unless Congress intervenes soon. Take a look at these three changes that may affect your estate plans should something unexpected happen to you.
Leave Your Legacy—Twice
If you are in a position to stop receiving payments from a charitable life income gift, you can benefit from an additional income tax charitable deduction.