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Wills Presentation

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Wednesday, September 8, 2010

Reading Room

Guide to Planned Giving

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Savvy Living

September - Week 1 - 2010 - How to Find Long Lost Friends

August - Week 5 - 2010 - Changes to Medicare Advantage

August - Week 4 - 2010 - How to Settle a Loved One's Estate

August - Week 3 - 2010 - How to E-Mail Seniors Who Don't Have a Computer

August - Week 2 - 2010 - Financial Assistance for Medicare Part D Beneficiaries

August - Week 1 - 2010 - Retirement Relocation: Tips and Tools to Help You Make A Smart Move

Personal Planner

September - Week 1 - 2010 - Chronic Illness – Care of Your Property

August - Week 5 - 2010 - Chronic Illness – Care of Your Person

August - Week 4 - 2010 - Your Plan for Senior Care

August - Week 3 - 2010 - Planning with a Serious Illness

August - Week 2 - 2010 - Living Wills and Advance Directives

August - Week 1 - 2010 - Your Family Letter – Memorial Services

Donor Stories

Ms. Grant's Gift Annuity

Former Community College Student Gives Back

Bequests for Scholarships

Capital Gains Tax Bypassed

Peace of Mind Gift Annuity

Sale and Unitrust

The Retirement Unitrust

Generous IRA Gift

Property Turns Into Income

Flexible Deferred Gift Annuity

Part Gift and Part Sale

A Bequest to Further Good Work

Deferred Gift Annuity

Gift Annuity for Real Estate

A Bequest to Save Taxes

Fixed Income for Retirement

Washington Hotline

September - Week 1 - 2010 - President Urges Passage of Small Business Tax Relief

August - Week 5 - 2010 - Returning Congress Takes Up Taxes

August - Week 4 - 2010 - Jobs Bill Awaits Senate Return

August - Week 3 - 2010 - Hoyer and Boehner Continue Tax Debate

August - Week 2 - 2010 - September Effort to Extend Tax Cuts

August - Week 1 - 2010 - Geithner and Reid Support Top Tax Rate Increases

Finance News

September - Week 1 - 2010
Stocks - Apple Unveils New Apple TV
Bonds - Treasuries Ride on Jobs and Home Sales
Interest Rates - Mortgage Rates at New Record Low

August - Week 5 - 2010
Stocks - Tiffany Profits Up; Cautious About Future
Bonds - Treasuries Fall on Bernanke's Remarks and GDP
Interest Rates - Mortgage Rates Fall for Ninth Week out of Ten

August - Week 4 - 2010
Stocks - Intel to Purchase McAfee
Bonds - Treasuries Higher on Rise in Jobless Claims
Interest Rates - Mortgage Rates Inch Downward

August - Week 3 - 2010
Stocks - Disney Reports Record Profits
Bonds - Treasuries Gain on Fed Statement
Interest Rates - Mortgage Rates Stepped Down Again

August - Week 2 - 2010
Stocks - Stocks Slide on Unemployment Woes
Bonds - Treasuries Gain on Unemployment Figures
Interest Rates - Mortgage Rates at Historic Lows

August - Week 1 - 2010
Stocks - Expedia's Profits Climb
Bonds - Treasuries Rise on Slow Growth
Interest Rates - Mortgage Rates Down for Sixth Week in a Row

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