The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted Jan. 1, 2020. With it came many questions for those who are planning for retirement, retired or who are retiring in the near future. Passed as part of a spending...
It's More Than Just a Piece of Paper
A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more. Your will is your legacy. It dictates how you will be remembered and can be...
Get the Most Out of Your Return
Tax season is here. It is time to start gathering paperwork and preparing to file your 2019 taxes. Below, you’ll find some tips to help you prepare for your tax appointment and ensure you get the most out of your giving. Know what you can...
5 Affirmations to Help You Reach Your Goal
The start of a new year often brings a list of goals people wish to accomplish in the coming months. This can include aspirations to be more charitable, volunteer more or even learn a new skill. If you’ve resolved to be more generous this...
*BrightFocus programs are Alzheimer's Disease Research, Macular Degeneration Research, and National Glaucoma Research.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. 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. 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. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.