Contact Us!If you have any questions, contact us as we are very pleased to answer any question you may have. Simply email us at your convenience [thackney@harding.edu] or phone us toll free at 800-477-4312 or 501-279-4210. We will also advise you which plans will best benefit you and your family's financial goals.
Personal Planner
Perils of Probate Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ...
Stories That Illustrate The Benefits For You and Your Family
There are several types of plans you may want to consider. These plans often provide wonderful benefits to you and your family. Many donors and their families have enjoyed increased income and substantial tax savings in these stories. If you would like to read some of their stories to see how their stories may relate to yours, just click on a picture and you can view each story.
Tax-Free Sale Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
Double My CD Return Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Ted Hackney Director, Center for Charitable Estate Planning
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Donald E. Kee General Counsel
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact thackney@harding.edu.
If you are a professional advisor, you may take the following steps on this site.