Newsletter

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Summer 2021

Inside:

  • Estate Planning—With or Without Taxes
  • Three Ways to Give Through Your Will
  • Important Things to Remember About Beneficiary Designations
  • Is Your Will Up to Date?

Spring 2021

Inside:

  • Consider Other Ways to Give
  • The Best Ways To Give in 2021
  • 10 Reasons Why You Should Have an Estate Plan
  • More Than Just Tax Planning

Fall 2020

Inside:

  • You’re Top on Our List
  • What Will You Leave Behind?
  • How Sound Are Your Estate Plans?
  • What Can Your Personal Will Do?

Summer 2020

Inside:

  • Are You Using Your Will Effectively?
  • Consider Assets Your Will Won't Direct
  • Accomplish Your Goals
  • An Unexpected Source for Giving

Spring 2020

Inside:

  • A Tax-Wise Way to Give
  • Look Beneath the Surface of Your Plans
  • Are Your Plans Up to Date?
  • Making Gifts Through Your Will

Summer 2019

Inside:

  • Don't Let the State Do Your Planning
  • Can You Pass This Quiz?
  • Where There's a Will There's a Way
  • Taxwise Giving

Spring 2019

Inside:

  • Planning for Change
  • Back to Basics—the “4 Ps” of Effective Planning
  • Questions & Answers About Estate Planning
  • Giving Through Your IRA

Fall 2018

Inside:

  • Will the New Tax Law Change the Way You Give?
  • Questions & Answers About Year-End Giving
  • How Sound is Your Estate Plan?
  • What Will Your Legacy Be?

Spring 2018

Inside:

  • Thriving Plans Have Strong Roots
  • Understanding Key Terms in the Planning Process
  • Ten Steps to an Effective Estate Plan
  • Simple Ways to Make a Lasting Gift

Winter 2018

Inside:

  • A New Year, a New Update
  • Has Congress Changed Your Estate Plans?
  • Three Ways to Include AFP&CC in Your Will
  • Protect Your Digital Treasures