Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

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Washington News

Washington News

Senate Tax Cuts and Jobs Act

On November 9, the Senate Finance Committee released its version of the Tax Cuts and Jobs Act. The Senate Finance Committee press release stated the bill would provide "fiscally responsible middle-class tax relief by cutting tax rates across the board, reducing the tax burden on American job creators and modernizing our tax system." The Senate Finance Committee release summarized the main provisions of their comprehensive tax bill. Tax Rates - There are seven brackets ranging from 0% to 38.5%. The top rate applies to taxpayers with income over $500,000 for single filers and $1 million for married couples. A goal of the bill is to provide tax relief for middle-income taxpayers. Standard Deduction - The standard deduction is nearly doubled to $12,000 for single filers and $24,000 for married couples. With this larger standard deduction, an estimated nine out of ten taxpayers will not itemize and may use a postcard tax return. Family Provisions - In an effort to help families, the Child Tax Credit is increased to $1,650. The

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Personal Planner

Personal Planner

Ten Reasons to Update Your Estate Plan

You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in

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Gift Options

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Saturday November 18, 2017

News

Our News

Our News

Exciting events are happening at UIndy

Thank you for your interest in University of Indianapolis. Our hope is to serve you and your family with helpful information.

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Personal Planner

Personal Planner

Ten Reasons to Update Your Estate Plan

You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in

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Savvy Living

Savvy Living

Social Security Options for Divorced Spouses

As a divorced woman, am I entitled to my ex-husband's Social Security benefits? I was married for 14 years and would like to know how this works. Yes, you may be eligible for divorced spouse Social

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Washington News

Washington News

Senate Tax Cuts and Jobs Act

On November 9, the Senate Finance Committee released its version of the Tax Cuts and Jobs Act. The Senate Finance Committee press release stated the bill would provide "fiscally responsible middle-class tax relief by cutting tax rates across the board, reducing the tax burden on American job creators and modernizing our tax system." The Senate Finance Committee release summarized the main provisions of their comprehensive tax bill. Tax Rates - There are seven brackets ranging from 0% to 38.5%. The top rate applies to taxpayers with income over $500,000 for single filers and $1 million for married couples. A goal of the bill is to provide tax relief for middle-income taxpayers. Standard Deduction - The standard deduction is nearly doubled to $12,000 for single filers and $24,000 for married couples. With this larger standard deduction, an estimated nine out of ten taxpayers will not itemize and may use a postcard tax return. Family Provisions - In an effort to help families, the Child Tax Credit is increased to $1,650. The

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Saturday November 18, 2017

For Advisors

Washington News

Washington News

Senate Tax Cuts and Jobs Act

On November 9, the Senate Finance Committee released its version of the Tax Cuts and Jobs Act. The Senate Finance Committee press release stated the bill would provide "fiscally responsible middle-class tax relief by cutting tax rates across the board, reducing the tax burden on American job creators and modernizing our tax system." The Senate Finance Committee release summarized the main provisions of their comprehensive tax bill. Tax Rates - There are seven brackets ranging from 0% to 38.5%. The top rate applies to taxpayers with income over $500,000 for single filers and $1 million for married couples. A goal of the bill is to provide tax relief for middle-income taxpayers. Standard Deduction - The standard deduction is nearly doubled to $12,000 for single filers and $24,000 for married couples. With this larger standard deduction, an estimated nine out of ten taxpayers will not itemize and may use a postcard tax return. Family Provisions - In an effort to help families, the Child Tax Credit is increased to $1,650. The

Find Out More ►