GiftLegacy eNewsletter - October 22, 2017

Clubs and Organizations

October 25, 2017


Personal Planner
Wills - Perils of Probate
Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, "I am Business Owner's heir" and submitted wills with themselves as beneficiaries.

Savvy Living
How to Search for Forgotten 401(k) Money
How do I find an old 401(k) that I think I contributed money to at a former employer?

Your Plan
Providing for Our Children's Future
Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.

Washington News
IRS Security Summit Highlights Progress
On October 17 the IRS held a Security Summit Conference in Washington. In his presentation and through letter IR-2017-176, Commissioner John Koskinen highlighted the success of the Security Summit in reducing identity theft.

Finances
Stocks - Netflix Outshines Estimates
Bonds - Treasury Yields Rise
CDs and Mortgages - Mortgage Rates Slip