GiftLegacy Newsletter - December 3, 2017

Clubs and Organizations

December 5, 2017


Personal Planner

Your Living Trust Choices

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate.

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Savvy Living

Simple Home Modifications for Seniors Living at Home

What tips or recommendations do you have to help make a home safer for seniors who want to remain living at home? My 76-year-old mother wants to stay living in her own home for as long as possible but she doesn't have the money for big renovations.

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Your Plan

Sale and Unitrust

Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.

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Washington News

IRS Online Shopping Security Tips

In IRS-2017-173, the IRS offered seven tips for online holiday shoppers. With "cyber Monday" and other online specials drawing millions of American shoppers, these tips can protect you from cybercriminals.

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Finances

Stocks - Kroger's Shares Soar on Upbeat Sales Read more

Bonds - Treasury Yields Ride Political Rollercoaster Read more

CDs and Mortgages - Mortgage Rates Edge Lower Read more