GiftLegacy eNewsletter June 2016

Personal Planner

Seven Questions on Gifts to Children

Many questions arise when we consider the options for giving to children. Why should we give? When, what and how should we give? Read More


Savvy Living

Simple Smartphones for Seniors

Can you recommend some smartphones that are specifically designed for seniors? My 75-year-old mother is interested in upgrading from a basic cellphone to a smartphone, but will need one that’s very easy to operate. Read More


Your Plan

Property Turns Into Income

Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home. Read More


Washington News

IRS ‘Get Transcript’ Service Relaunched

Many taxpayers need a transcript of a prior tax return to qualify for a home loan or other business loan. Read More



Stocks – Smucker’s Reports Sweet Earnings Read More
Bonds – Treasury Yields Match February Low Read More
CDs and Mortgages – Mortgage Rates Fall After Dismal Jobs Report Read More
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