Gift Legacy
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!More
Our News
Thank you for your interest in UC Riverside. Our hope is to serve you and your family with helpful information....MORE
Personal Planner
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you...MORE
Washington News
Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and Means Chairman Dave Camp (R-MI) have conducted over 50 hearings in preparation for major tax reform....MORE