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Show Your Support for Caldwell

Without Parting With Assets Today

Many people have been inspired to support the causes and organizations they are most passionate about this year. But parting with assets right now may not be an option for everyone. Discover two ways you can make a difference at Caldwell University, no matter your financial status. Read More

Beyond a Will

Ways to Upgrade Your Estate Plan

Over the past months, many families have taken time to think about the future. This has led many people to create their wills to protect loved ones. Though a will is an important document, it’s not the only one that should be a part of your estate plan. Read More

Get a Jump-Start on Tax Time

3 Tips to Finish the Year Strong

If making year-end gifts is on your to-do list in these final months of 2020, save yourself time and hassle when the busy tax season arrives next spring by getting your records in order and keeping important dates in mind. Read More

See What Your Will Can Do

It’s More Than a Piece of Paper

A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more. Read More

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy