GiftLegacy eNewsletter May 19, 2018

PERSONAL PLANNER
Important Life Decisions
“How can I plan?” asked Mary. “We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year.” Read More

 

SAVVY LIVING
How to Choose a Good Estate Sale Company
Can you provide some tips on how to choose a good estate sale company who can sell all the leftover items in my mother’s house? 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
Time for a ‘Paycheck Checkup’
In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a “Paycheck Checkup.” Read More

 

FINANCES

Stocks – Walmart’s Ecommerce Sales Boost Quarterly Revenue Read More
Bonds – 10-Year Treasury Yield Hits Seven-Year High Read More
CDs and Mortgages – Mortgage Rates Reach New Peak Read More

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