In this issue:
Steps in the Right Direction
Recipe for a Couple's Estate Plan
Noteworthy Numbers
Switch to a Roth IRA, Sidestep Taxes
Estate Planning for Both Spouses
Do's and Don'ts in Retirement Planning
Planning an Effective Will . . . a Test of Maturity
Will Making . . . It's easy
You can receive the latest copy of Legacy Giving.
If you would like a "PDF" of this newsletter, just click
here.
If you would like a paper version of the newsletter, just click
here or fill out this form.
|