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Wednesday February 8, 2023


Thank you for your interest in University of Findlay. Our hope is to serve you and your family with helpful gift planning information.

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name—they are called...

Washington News

IRS 2022 Tax Return Checklist

In IR-2023-17, the Internal Revenue Service (IRS) suggested a checklist for 2022 tax returns. The IRS offered several recommendations that will assist taxpayers and make for a smooth tax preparation year. In addition, we offer a few checklist items...

Savvy Living

What to Do When a Loved One Passes

What steps need to be taken after a loved one passes away? A family member of mine who has no children was diagnosed with terminal cancer. He has asked me to take care of his affairs so I would like to know how to prepare. The death of a loved one...