GiftLegacy Newsletter July 30, 2017

Clubs and Organizations

July 31, 2017


Personal Planner
Living Wills and Advance Directives
As you approach end-of-life decisions, there are several steps that should be taken to make sure you receive the right type and level of care. To assist you in these decisions, most states now permit either an advance directive or a living will.

Savvy Living
How to Choose the Right Type of Walker
How does one go about choosing a walker? I have some balance issues along with arthritis in my knee and could use a little more help than a cane provides.

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.

Washington News
Personal Identity Theft Down, Business Up
In IR 2017-123, IRS Commissioner John Koskinen reported significant success in reducing personal identity theft. From January to May of 2016, 204,000 taxpayers reported being victims of identity theft. However, for the first five months of 2017, the number of...

Finances
Stocks - Alphabet's Profits Take a Hit Read more
Bonds - Treasury Yields Up After Busy Week in Washington Read more
CDs and Mortgages - Mortgage Rates Fall Read more