GiftLegacy eNewsletter November 11, 2017

PERSONAL PLANNER
Ten Reasons to Update Your Estate Plan
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. Read More

 

SAVVY LIVING
Social Security Options for Divorced Spouses
As a divorced woman, am I entitled to my ex-husband’s Social Security benefits? I was married for 14 years and would like to know how this works. Read More

 

YOUR PLAN
Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia was ready to retire. Read More

 

WASHINGTON NEWS
Senate Tax Cuts and Jobs Act
On November 9, the Senate Finance Committee released its version of the Tax Cuts and Jobs Act. The Senate Finance Committee press release stated the bill would provide “fiscally responsible middle-class tax relief by cutting tax rates across the board,… Read More

 

FINANCES

Stocks – CVS Announces Earnings and Prescription Delivery Service Read More
Bonds – Treasury Yields Move Upward Read More
CDs and Mortgages – Mortgage Rates Slightly Lower Read More

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