Weekly Article

The Benefits of a Life Estate Gift Judy loves her little home. She and her husband purchased it decades ago when they were just married. Judy could show anyone the tree in the backyard that was the site of many of their children's adventures. More ...

Gift planning can benefit you. See what others have done. Reading these stories might help you decide which plan is best for you.  
 
Jim and Sharon for example, inherited stock from Sharon's grandmother which had appreciated over the years. They were able to reduce their taxes by making a charitable gift to Hill Country Memorial Hospital. Click here to view their entire story.

Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
• Meet our planned giving staff. We are here to help you.
• Sign up for our free weekly personal finance newsletter.

Sandy Goff Executive Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

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