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| Personal Planner | 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 have a specific name – they are called "spendthrift" trusts. More ... |
Benefits for Family and the Morton Plant Mease Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Bequests
Joe and Anna have been faithful supporters of their favorite charity. They believe it is important to support and encourage their mission. More on Bequests >>. |
 | 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. More on Tax-Free Sale >>. |
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.
Marty Matula, CFP®, CFRE
Executive Vice President |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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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 marty.matula@baycare.org.
If you are a professional advisor, you may take the following steps on this site.
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