Resources

Catholic Estate and Personal Planning Workbook

Would you like a free copy of the Catholic Estate and Personal Planning Workbook? Ask for one by phone by calling (205) 271- 4522 or sending an email request to [email protected]

• For Advisors
  For Advisors
  We 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 are available to assist in helping you provide clients with clear and understandable gift illustrations.
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• Calculators
  Calculators
  Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!
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