The following tips will give you a head start on end-of-year organizing (at least where your estate plan is concerned).
A key stimulus package is set to expire on Dec. 31. Here are a few last-minute ways you can make a difference at the University of Iowa.
We would love to be part of your team in meeting your 2021 goals. We can confidentially address your charitable giving interests and the best opportunities for you. Simply contact Susan J. Hagan, JD at 800-648-6973 or 319-335-3305 or firstname.lastname@example.org.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax adviser. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.