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The Foundation website provides monthly articles about estate planning and planned giving.
Each month we feature
new articles and interactive features to help you
research, think about, and consider your estate
planning. Here’s what’s new in May:
Why Have a Will?
Regardless of your life circumstances or estate size, your will is perhaps the
most important document you will create. A thoughtfully
crafted will expresses your wishes and values. It
also effectively provides for the people and charitable
causes important to you. (Click on the title to read
more.)
How Do You Plan for an Unknown Future?
Between now and 2010, you will see an increase in the amounts of your estate
exempt from that tax. A well-written estate plan should include language that
will accommodate the changing estate tax rates. (Click on the title to read more.)
Act Now! Take Advantage of Higher Gift Annuity Payout Rates
Effective July 1, 2008, the suggested rates from the American Council on Gift
Annuities will decrease because of current economic conditions. Therefore, if
you are considering making this type of charitable gift, you can receive higher
payments if you complete your gift prior to July 1, 2008. (Click on the title
to read more.)
Also New in Our Professional Advisors Section…
"Free Insurance":
Problems and Pitfalls in the Charitable Sector
Life insurance is a powerful and positive charitable tool—but only if used properly in the right circumstances by a charitable organization that is prepared to screen, monitor and treat its insurance investments as it treats other investment assets. (Click on the title to read more.) |
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