GiftLegacy eNewsletter - October 23, 2016

Clubs and Organizations

October 24, 2016


Greetings from United Way. Here is the latest updates on the Gift Story, the Washington Update and the Finance Update. These services are provided as a free service to our friends each week. Please feel free to call us at 1-800-892-2757 x533 or email plannedgiving@unitedway.org if we can run a proposal or be of further assistance to you.
   
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
Forgetfulness: What's Normal, What's Not?
At age 76, my husband has become forgetful lately and is worried he may have Alzheimer's. What resources can you recommend to help us get a grip on this?

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.

Washington News
New Hurricane Matthew Tax Relief
On October 17 the IRS announced in IR-2016-135 that it will provide additional tax relief to victims of Hurricane Matthew. The relief will apply to affected counties in North Carolina, South Carolina, Georgia and Florida.

Finances
Stocks - Netflix's Stock Surges
Bonds - Treasury Yields Move Lower
CDs and Mortgages - Mortgage Rates Continue to Move Higher.