GiftLegacy eNewsletter July 22, 2018

Clubs and Organizations

July 24, 2018


Personal Planner
Your Family Letter - Memorial Services
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A family letter allows you to share your heart and show appreciation and gratitude to family members.
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Savvy Living
How to Make the Most of Your Doctor's Visit
I manage a large health clinic that treats thousands of seniors each year. We have found that the patients who come in prepared are much more satisfied with the care they receive. Can you write a column educating patients on how to prepare for doctor's...
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Donor Story
A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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Washington News
IRS Promotes "Security Six" Computer Safeguards
In IR-2018-150, as part of an ongoing effort to increase safety of computer data, the Service published the "Security Six." The publication provides six ways to protect your data. While these six security measures are aimed toward tax professionals,...
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Finances
Stocks - Netflix Shares Fall on Earnings Miss Read more
Bonds - Treasury Yields Rise Read more
CDs and Mortgages - Mortgage Rates Drop Slightly Read more