GiftLegacy eNewsletter January 20, 2018

PERSONAL PLANNER
‘Give It Twice’ Trust
A very popular option for a parent with children is called the “Give It Twice” trust. This is a trust funded when the surviving parent passes away. Read More
SAVVY LIVING
Financial Tips for Retiring Abroad
What are some financial factors to consider when retiring abroad? My husband and I will be retiring in a few years and are interested in saving money by moving to a foreign country. 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
California Mudslide Relief
At 3:30 AM on January 9, an intense rainstorm dropped ½ inch of rain in five minutes just east of Santa Barbara, California. The hillsides north of Montecito had been cleared of most brush and trees by the record-breaking Thomas Fire in early December. With… Read More
FINANCES

Stocks – Charles Schwab Meets Expectations Read More
Bonds – Treasury Yields Increase Read More
CDs and Mortgages – Mortgage Rates Continue Increase Read More

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