Gift Legacy E-Newsletter – November 18, 2017

PERSONAL PLANNER

Living Trusts Versus Wills
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. Read More
SAVVY LIVING
Assistance Dogs Provide Help and Love
What can you tell me about assistance dogs for people with disabilities? My sister, who is 58 years old, has multiple sclerosis and I’m wondering if an assistance dog could help make her life a little easier. Read More

 

YOUR PLAN
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities. Read More

 

WASHINGTON NEWS
2018 Flexible Spending Arrangements
In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans. Read More

 

FINANCES

Stocks – Tyson Posts Earnings Beat Read More
Bonds – Treasury Yields Dip Read More
CDs and Mortgages – Mortgage Rates Increase Read More

 

Thank you for your interest in planned giving. To access any of our resources, please go to our website.