Search for tag: "trust"

Lunch & Learn Featuring Pat Roenigk Top 10 Tips for Planning a Gift to Penn State

Gift planning is an art that combines financial planning, estate planning, and tax planning techniques to enable donors to make gifts of surprising significance, often with dramatic tax and financial…

From  Lindsey Zapletal 0 likes 6 plays 0  

FIN 430 Life Insurance 2

From  Jodi Lynn Herman 0 likes 30 plays 0  

FIN 430 Trusts 3

From  Jodi Lynn Herman 0 likes 16 plays 0  

FIN 430 Trusts 2

From  Jodi Lynn Herman 0 likes 20 plays 0  

FIN 430 Trusts 1

From  Jodi Lynn Herman 0 likes 30 plays 0  

FIN 430 Module 1 Video 10 Disclaiming Property

From  Jodi Lynn Herman 0 likes 40 plays 0  

FIN 430 Module 1 Probate vs. Non-probate Property

From  Jodi Lynn Herman 0 likes 30 plays 0