GiftLegacy eNewsletter January 8, 2017

Clubs and Organizations

January 10, 2017

Personal Planner

Trusts to Protect Children
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child.

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Savvy Living

How to Organize Your Affairs
My wife and I would like to get our personal and financial affairs in order so our kids will know what's going on if we get sick or die. What tips can you offer?

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Your Plan

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.

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Washington News

Koskinen Launches Tax-Filing Season
IRS Commissioner John Koskinen held a public media conference on January 5, 2017 and officially launched the tax-filing season. Koskinen emphasized, "This tax season, it is more important than ever to plan ahead."

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Stocks - Sonic Seeks to Drive Up Sales Read more
Bonds - Treasury Yields Continue Decline Read more
CDs and Mortgages - Mortgage Rates Fall to Begin 2017 Read more