The material presented on this Planned Giving website is not offered as legal or tax advice.
Neither the author, the publisher, nor Choate Rosemary Hall is engaged in legal or tax advisory service. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.
The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.
We do not collect or store any sensitive information through this website. When you send us an e-mail, just remember that like any other e-mail it is not secure, and therefore you should refrain from sending sensitive data such as social security numbers, credit card numbers, bank routing numbers, and the like.
Contact Us for help connecting with a qualified adviser.