GiftLegacy eNewsletter - August 20, 2017

Clubs and Organizations

August 21, 2017

Personal Planner

Chronic Illness - Care of Your Person
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of...
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Savvy Living

Finding Money for Long-Term Care
What resources can you refer me to for long-term care financial help? My 84-year-old mother needs assisted living or nursing home care, but we do not have a lot of money and she does not have long-term care insurance.
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Your Plan

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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Washington News

"Don't Take the Bait" W-2 Scam
In IR-2017-130, the Service continued a summer series of warnings about tax scammers. In this latest scam, a business or nonprofit is targeted in an effort to obtain its employees' Forms W-2.
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Stocks - Walmart Posts Mixed Results Read more
Bonds - Treasury Yields Fall After Early Rise Read more
CDs and Mortgages - Mortgage Rates Continue to Fall Read more