Wealth Planning

One of the most common reasons dogs and cats are presented to a veterinarian is because of gastrointestinal problems, such as vomiting, diarrhea, or weight loss. Some dogs and cats have serious conditions such as pancreatitis, an inflammation of...

Last Chance for Animals offers a solution for your clients who believe animals feel fear and pain and that no human being has the right to cause them to suffer and die just because he or she has the capacity to do so. Established almost three...

Shriners Hospitals for Children is a one-of-a-kind health care system dedicated to improving the lives of children by providing pediatric specialty care, innovative research and outstanding teaching programs. Children up to age 18 are eligible for...

National Wildlife Federation (NWF) is a non-profit environmental organization whose mission is to restore the balance of nature and protect our rich wildlife heritage for our children's future. We are moving toward this vision by partnering with...

A recent webcast in which a veteran Internal Revenue Service representative participated provided insight into issues in spousal rollovers, income in respect of a decedent (IRD), designated beneficiaries, reformation and non-spousal rollovers...

People facing cancer, those who have beat the disease, and their loved ones are benefiting every day from the progress the American Cancer Society is making thanks to the contributions of its volunteers and supporters. It is because of people like...

Wealthy clients often ask advisors whether they should use their individual retirement accounts for unconventional investments. And now that the equity and debt markets have experienced significant volatility, clients may be even more interested...

WHO WE ARE: The Leukemia & Lymphoma Society (LLS) is the world's largest voluntary health organization dedicated to funding blood cancer research and providing education and patient services. Our mission: Cure leukemia, lymphoma, Hodgkin's disease...

Do you have conservative clients interested in passing on their ideas with a planned gift? Your clients will thank you for telling them about Young America's Foundation and the Reagan Ranch! Young America's Foundation saved Rancho del Cielo Ronald...

When a retirement plan participant dies, the Internal Revenue Code's minimum distribution rules generally require that the plan benefits be distributed in annual installments over the life expectancy of the participant's designated beneficiary.1...