GiftLegacy eNewsletter May 28, 2017

Clubs and Organizations

May 29, 2017


Personal Planner
Who Will Receive Your Property?
"Who should receive my property?" asked Helen to her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself..."

Savvy Living
Financial Caregiving: How to Help Relatives with their Finances
Can you offer any tips on helping an elderly parent with their finances? My dad always handled the money when he was alive but since he passed away last year, my mom has struggled to keep up.

Your Plan
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.

Washington News
House Committee Discussion on Tax Reform
On May 23, the House Ways and Means Committee held a hearing on potential comprehensive tax reform. The hearing was titled, "Increasing U.S. Competitiveness and Preventing American Jobs from Moving Overseas."

Finances
Stocks - Cracker Barrel's Results Fail to Fully Satisfy
Bonds - Yields Trend Lower After Fed Minutes Release
CDs and Mortgages - Mortgage Rates Reach 2017 Low Point