GiftLegacy Newsletter - April 15, 2018

Clubs and Organizations

April 18, 2018

I am pleased to share with you 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.

Personal Planner

Family Limited Partnerships

A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate taxes and permit transfers to family members.

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Savvy Living

How to Replace Vital Documents that are Lost or Stolen

Can you tell me how to go about replacing important lost documents? My wife and I recently downsized and at some point during the move we lost our Social Security and Medicare cards, birth certificates, marriage license and passports.

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Your Plan


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.

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Washington News

Ten Ways to Reduce Tax Return Errors

In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the April 17 tax return deadline approaches. These apply especially to taxpayers rushing to file before the deadline.

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Stocks - JPMorgan Reports Boost in Earnings Read more

Bonds - Treasury Yields Tick Upward Read more

CDs and Mortgages - Mortgage Rates Show Little Change Read more