GiftLegacy eNewsletter January 13, 2018

PERSONAL PLANNER
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. Read More
SAVVY LIVING
Help With Home-Care Bills
Do you know of any resources that can help with my mother’s home-care bills? My mother is recovering from a stroke and needs in-home care, but she does not have long-term care insurance and I was told that Medicare might not cover it. Read More
YOUR PLAN
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes. Read More
WASHINGTON NEWS
IRS Warns of Scam Targeting Tax Professionals
On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports reveal that cybercriminals are sending emails posing as potential clients or the IRS in an effort to lure… Read More
FINANCES

Stocks – JPMorgan Exceeds Earnings Expectations Read More
Bonds – Treasury Yields Continue Rise Read More
CDs and Mortgages – Mortgage Rates Increase Read More

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