ONE
CHARITABLE
GIFT,

A LIFETIME
OF BENEFITS

Tuesday February 18, 2025

News & Events

Our Events
The Kent State University Center for Gift and Estate Planning hosts an annual luncheon for Herrick Society members. Read on to learn about this event and other activities that may be of interest.
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Trusts for Surviving Spouse
Planned Giving News
There are three different basic types of trusts for a surviving spouse: a qualified terminable interest property trust (QTIP), a qualified domestic trust (QDOT) or a charitable remainder trust (CRT)....
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Avoiding Scammers Who Claim They Are IRS Agents
Washington News
During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue Service (IRS) agents. The IRS is concerned because phone, text, email, and in-person scams are...
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