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Our News

Thank you for your interest in helping the good work of our organization. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.

Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

Helpful Articles and Resources

Possible collaboration between MUSC and the College of Charleston? (9/27/2013)
Recently a committee representing both institutions produced a "white paper" outlining the pertinent and critical challenges tied to such an initiative. This report invites the insights of faculty, staff and students at both institutions, community and business leaders, legislators, and the general public in future conversations about creating a closer relationship between MUSC and the College of Charleston. 
The document, titled Exploring a New Relationship Between the Medical University of South Carolina and the College of Charleston: Issues to Consider, was shared with the public last week and is available here for your review

Is It Time For Your Will's Checkup? (5/30/2013)
Almost everyone is familiar with the need for an annual physical checkup. In addition to our bodies, time takes its toll on some other very important parts of our lives. Though it does not receive nearly the attention of an annual visit to the doctor, your will should be reviewed on a regular basis. More than 50% of the people in the United States pass away without a will. This is an alarming statistic since it means the government will decide who inherits your property if you pass away without a will. Even more alarming is the fact that a large percentage of the wills in existence are either invalid or out of date.

Let's face it. Things change! If you or someone you love hasn't updated their will or estate plan recently, now is the time to schedule a "wills checkup." Regardless of how you choose to schedule the checkup, click here for a helpful checklist of things to consider as you determine whether your will is in good health.
Creating a Legacy of Love (5/21/2013)
Philanthropy has built remarkable educational institutions, cured deadly diseases and continues to fund research and facilities dedicated to our health. Our generosity also funds religious, environmental and social efforts from sea to shining sea. Yet, the vast majority of Americans are not able to give as much as they would like.

The truth is that while many are limited by the realities of a day-to-day budget, a little careful planning today makes it possible for almost anyone to do more in the future to help those you love including family, friends and charity. Click here to read about the most frequent gifts that are made in a will or trust.
Four Reasons You May Need a Living Trust (5/7/2013)
In recent years, the living trust has become increasingly popular, and a living trust may be an ideal planning tool for you and your family for many reasons. Read about Four of the Reasons You May Need a Living Trust here.

IRA Rollover Explanation and Q&A (1/10/2013)

Click here for additional information about the new IRA Rollover provisions with donor scenarios. 

Fiscal Cliff Update (1/7/2013)

The end of the year is approaching and if Congress fails to enact new tax legislation, On January 1, 2013, both the Senate and House passed the American Taxpayer Relief Act of 2012 (ATRA). The bill resolved the "fiscal cliff" and includes a number of provisions that will be favorable for philanthropy and charitable giving. Click here to get an overview of the approved fiscal cliff law as it pertains to income, gift and estate taxes. 

Resuscitating the IRA Charitable Rollover (10/27/2012)

Like the eleventh hour revival of the 2010 law, Congress could include a special rule that allows transfers made through early 2013 to be treated as if made in 2012 - but there is no certainty that it will. This Tax Alert summarizes the rules regarding Charitable IRA Rollovers before it expired on December 31, 2011 and suggests planning strategies to preserve its benefits in the event Congress extends the law retroactively. 
      Source: National Wealth Planning Strategies, U.S. Trust, Bank of America Private Wealth Management 

2011-2012 MUSC Rankings & Accomplishments (8/29/2012)


U.S. News & World Report: MUSC is state's number one hospital (7/17/2012)
Recognition also includes four national rankings, first place showing for Charleston-North Charleston-Summerville metro area.
MUSC has been named by U.S. News & World Report as one of the country's best hospitals (top 50) in the treatment of ear/nose/throat disorders, nephrology, cardiology and heart surgery, and gastroenterology. Fewer than 150 of the nation's 5,000 hospitals are nationally ranked in at least one of 16 medical specialties. To read the entire article and to see MUSC scores and rankings,
click here

MUSC Children's Hospital makes top rankings (6/8/2012)
MUSC Children's Hospital was again ranked in the top 20 hospitals for children's heart programs in U.S. News Media Group's 2012-2013 edition of America's Best Children's Hospitals, along with a first-time top 50 ranking for the pediatric gastroenterology program. Click heading to read full story.  

List of Attorneys & Advisors (7/25/2012)
For a comprehensive list of Charleston-based professional advisors associated with MUSC, please click here.

25 Documents to Leave Behind for Loved Ones (7/9/2011)
According to a new article in the Wall Street Journal, the twenty-five item list below details the documents all individuals should begin collecting and organizing to ensure that loved ones can one day find and follow existing estate plans and other end-of-life instructions:

1.    Will
2.    Letter of instruction
3.    Trust documents
4.    Housing, land, and cemetery deeds
5.    Escrow mortgage accounts
6.    Proof of loans made and debts owed
7.    Vehicle titles
8.    Stock certificates, savings bonds, and brokerage accounts
9.    Partnership and corporate operating agreements
10. Tax returns
11. List of bank accounts
12. List of all user names and passwords
13. List of safe-deposit boxes
14. Durable health-care power of attorney
15. Authorization to release health care information
16. Living will
17. Do-not-resuscitate order
18. Personal and family medical history
19. Life insurance policies
20. Individual retirement accounts
21. 401(k) accounts
22. Pension documents
23. Annuity contracts
24. Marriage license
25. Divorce papers
To read the entire list and article, See The 25 Documents You Need Before You Die, The Wall Street Journal.