Gift Legacy E-Newsletter – December 23, 2017


Income for Surviving Spouse
Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Elliot was 70, he rolled over his $400,000 qualified retirement plan into an IRA. Read More


How to Divvy Up Your Family Belongings Peacefully and Sensibly
What is the best way to distribute my personal possessions to my children after I pass away without causing hard feelings or conflict? I own valuable jewelry, art, family heirlooms and antique furniture and, unfortunately, my three adult children do not… Read More


Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially. Read More


Tax Tips for Year-End Planning
With passage of the Tax Cuts and Jobs Act (TCJA), many American taxpayers are asking, “Should I take action before December 31? What is likely to be the impact of TCJA on me next year?” Read More



Stocks – FedEx Adjusts Earnings Outlook Read More
Bonds – Treasury Yields Rise After Tax Bill Passage Read More
CDs and Mortgages – Mortgage Rates Move Higher Read More


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