GiftLegacy Newsletter - April 28, 2013

Clubs and Organizations

April 30, 2013


Greetings from United Way. 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. 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

Domicile - Where You Live Affects Your Taxes

A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. Read More
 
SAVVY Living

How to Avoid Identity Theft When You Travel

What do you recommend to help retirees guard against identity theft when traveling? My sister and her husband had their identity stolen while on vacation last year and I want to make sure I'm protecting myself during my trip to Europe next month. Read More
 
Your Plan

The Retirement Unitrust

Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland. Read More
 
Washington News

Mortgage Interest Deduction Supported

The House Ways and Means Committee held a hearing on April 25, 2013 to consider tax reform and residential real estate. Ways and Means Chair Dave Camp (R-MI) is in his final two years of leadership of the committee. Read More
 
Finances

Stocks - Apple Reports Second Quarter Results Read More

Bonds - Treasuries Gain as U.S. GDP Report Disappoints Read More

CDs and Mortgages - Interest Rates Continue to Fall Read More