GiftLegacy eNewsletter June 25, 2017

Clubs and Organizations

June 26, 2017


Personal Planner
Do You Have a Difficult Family?
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to him, filed more than 40 wills with the probate court.

Savvy Living
Social Security Advice for Soon-To-Be Retirees
Can you recommend any services that help pre-retirees decide when to start drawing their Social Security benefits? My wife and I are approaching retirement age and want to carefully weigh our options to make sure we're maximizing our benefits.

Your Plan
Bequests
Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.

Washington News
IRS Supports Simplified Tax Code
On June 21 IRS Commissioner John Koskinen spoke at the IRS Tax Policy Center Joint Research Conference in Washington. He explained that as IRS Commissioner, he is regularly asked his opinion about tax reform.

Finances
Stocks - Adobe Reports Strong Earnings
Bonds - Treasury Yields Remain Low
CDs and Mortgages - Mortgage Rates Hold Steady