GiftLegacy E-Newsletter – November 9, 2017

PERSONAL PLANNER
Living Trust – Life and Death Decisions
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property during life, and others will determine how your successor trustee manages your… Read More
SAVVY LIVING
Financial Help for Grandparents Raising Grandchildren
Are there any financial assistance programs that can help grandparents who are raising their grandkids? I’m raising two grandchildren and could use some help. Read More
YOUR PLAN
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland. Read More
WASHINGTON NEWS
Bipartisan Tax Reform Conference Committee
Both House and Senate leaders have appointed members of the bipartisan conference committee to finalize the Tax Cuts and Jobs Act. The House group will be led by eight Republican and five Democratic members. The Senate will send eight Republican and seven… Read More
FINANCES

Stocks – Dave & Buster’s Reports Earnings Beat Read More
Bonds – Treasury Yields Mixed Results Read More
CDs and Mortgages – Mortgage Rates Rise Read More

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