Newsletter

Summer 2022

Inside:

• Tips for a Successful Estate Plan
• When to Start Your Estate Planning?
• Let's Examine Bequests
• Your IRA Provides Another Giving Option

Spring 2022

Inside:

• Getting Your Plans on the Right Track
• Making a Gift of Cryptocurrency
• Thoughtful Estate Gifts That Don't Require a New Will
• Are Your Estate Plans Obsolete?

Fall 2021

Inside:

• Want Your Year-End Gifts To Do More?
• Planning Your Family's Future
• What You've Always Wanted To Know About Wills
• Time for a Review?

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