Estate and Gift Planning
Thank you for your interest in Estate and Gift Planning. Our goal is to provide you and your family with helpful and beneficial information.Estate and Gift Planning is a way an ever increasing number of ULM alumni and friends are benefiting from life income gifts, gift annuities and other estate plans, which provide wonderful benefits from generous tax savings to increased income. As a caring benefactor, you'll have the satisfaction of knowing you've helped secure a brighter future for generations of ULM students to come.
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.PLAN NOW
Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.More
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Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world.
Pat: "I've been thinking about our...MORE
Washington News
On July 17 the IRA rollover and four other charitable bills passed the House on a 277-130 vote. Of the 12 different permanent tax extenders that have moved through the House...MORE
Donor Story
Susan and Kevin bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvementMORE