Legacy Giving
Every day the Hebrew Home cares for frail elders in countless ways. Each person we serve is someone's mother, father, child, sibling, or spouse. By making a planned gift to the Hebrew Home, you will touch the whole families for years to come.
Planned gifts include bequests in wills or trusts; designating the Hebrew Home as a beneficiary of IRA/retirement plan accounts or life insurance policies. Some planned gifts provide a lifetime income to the donor and/or others, while the donor recieves a tax deduction today and may recieve part of the payments as tax free income.
We 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 are available to assist in helping you provide clients with clear and understandable gift illustrations....MORE
View a presentation that shows the benefits of a planned gift based on your property and goals.
Adult Tricycles for Boomers and Beyond
"What can you tell me about three-wheeled bicycles? I'm 67 years old and would like to take up recreational bike riding but don't trust myself on a...MORE
Bypass the Estate Tax
On December 17, 2010, the President signed into law The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. The estate tax section of the bill carries the title...MORE