Each week we send out a free eNewsletter with articles covering current and relevant estate and gift planning topics. This page features our current eNewsletter as well as an archive for you to peruse. If you would like our eNewsletter to be delivered directly to your inbox each week, please click on the ENEWSLETTER SIGNUP button.
Current eNewsletter
Saturday | October 3, 2020
Thank you for all of the interest in our estate and gift planning video series! We are pleased to introduce you to the concluding segment this week. If any of the videos have raised any questions or prompted you to dig further into these topics, we would love to talk with you! You can visit our website for more information on our representatives and their contact information.
For your convenience, we have stitched together all of the video segments into one continuous video. It can be found in our video library, along with the individual segments. Feel free to share these with family members and friends who need to explore estate and gift planning concepts.
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UPCOMING WEBINARS
We would also like to invite you to several Facebook Live events coming up in October. Each one is hosted by one of our annual conferences, but they are open to everyone! In each event you will hear from a COVID survivor and how his documents played a role in this significant time in his life.
And if you haven’t LIKED our Facebook page yet, please do so and share with your friends!
FINANCES
SAVVY LIVING
Should I Buy Long-Term Care Insurance?
My wife and I have thought about purchasing a long-term care insurance policy, but we hate the idea of paying expensive monthly premiums for a policy we may never use. Is there a good rule of thumb on who should or should not buy long-term care insurance?
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PERSONAL PLANNER
401(k) Retirement Plans
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual account and is permitted to transfer a portion of his or her salary directly into…
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WASHINGTON NEWS
IRS Highlights Tax Credits to Encourage Employment
The Bureau of Labor Statistics reported the latest employment data in a news release on September 23, 2020. Unemployment in America rose from 4% in February 2020 to over 14% in April due to COVID-19 shutdowns. Since April, the unemployment trend has…
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DONOR STORY
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.
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FREE ESTATE PLANNING GUIDE
It’s never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
PLANNED GIVING CALCULATORS
Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.
Content from Crescendo Interactive.
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