GiftLegacy eNewsletter January 30, 2016


‘Wait A While’ Trust
Bill and Clara were talking to their attorney Susan about their family. Read More


Could You Have COPD?
I have struggled with some shortness of breath for the past five years or so. I just thought I was getting older and out of shape, but a friend recently mentioned I may have COPD. What can you tell me about this? Read More


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


Healthcare Premium Tax Credit Reporting
Under the Affordable Care Act (ACA), over 4.6 million taxpayers received a premium tax credit (PTC) in 2014 and 2015. In FS-2016-5 the IRS explained various healthcare tax credit requirements. Read More


Stocks – Apple Reports Quarterly Earnings Read More
Bonds – Treasury Yields Hit Nine-Month Low Read More
CDs and Mortgages – Interest Rates Continue to Drop Read More

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