GiftLegacy eNewsletter - March 26, 2017

Clubs and Organizations

March 27, 2017

Personal Planner

Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs for a personal emergency or for education.
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Savvy Living

Services That Can Help Seniors with the Rigors of Travel
Do you know of any services that help seniors with the rigors of traveling? My youngest daughter is getting married in a few months and would love to have my 82-year old mother attend, but she needs help flying across the country.
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Your Plan

Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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Washington News

Phone Scams, IRAs and Tax Extensions
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients.
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Stocks - Nike's Profits Soar Read more
Bonds - Treasury Bonds Fall as Healthcare Vote Nears Read more
CDs and Mortgages - Mortgage Rates Reverse Course Read more