GiftLegacy eNewsletter June 10, 2018

Clubs and Organizations

June 12, 2018

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?
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Savvy Living
How to Make a Living Will
What is the best way to go about drafting a living will? I recently retired and would like to start getting my affairs in order.
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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
Making Gifts to Help Disaster Victims
Hurricane season is now underway. It ordinarily lasts from June 1 to November 30 each year.
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Stocks - Smucker's Earnings Miss Estimates Read more
Bonds - Treasury Yields Fluctuate Read more
CDs and Mortgages - Mortgage Rates Dip Read more