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
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.More
Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate....MORE
Washington News
At a press conference on December 4, House Ways and Means Chair Dave Camp (R-MI) stated that there will be no tax reform bill in 2013.
For the past two years,...MORE
Donor Story
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire. Patricia owned some stock but was concerned about leaving it in the marketMORE