Gift & Estate Planning
Welcome, I'm Jon Rich, Director of Gift Planning at Ducks Unlimited. We are pleased you have interest in the many benefits of gift and estate planning. Please contact us if you have any questions or concerns and a member of our Gift Planning team will be more than happy to assist you in any way we can.
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
California Home Provides
Have you ever "flipped" a house for a charity? Clyde Jacobs of Davis, California did. And he enjoyed the benefits of no capital gains on his asset, an immediate tax deduction...MORE
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is...MORE
Washington News
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted that...MORE
Donor Story
In August 2006, President George W. Bush signed the Pension Protection Act that allows those who are 70½ or older to make tax-free distributions from their IRAs toMORE
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| Byron Liles |
| Gift Planning Associate |
| 901.758.3876 |
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