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.
How to Get Your Affairs in Order
"I would like to get my personal and financial information organized so my kids will know what's going on if I die or become incapacitated. Any tips would be...MORE
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...MORE