GiftLegacy eNewsletter January 14, 2024

Greetings from United Way. I am pleased to share with you the latest updates on the Gift Story, the Washington Update and the Finance Update. These services are provided as a free service to our friends each week. Please feel free to call us at 1-800-892-2757 x533 or email [email protected] if we can run a proposal or be of further assistance to you.

PERSONAL PLANNER

Living Trust - Life and Death Decisions
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the management of property during life, and others will determine how your successor trustee manages your...
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SAVVY LIVING

Are You at Risk of Developing Glaucoma?
My sibling was recently diagnosed with glaucoma and has suffered some vision loss without any previous warning signs. Could I be at risk too?
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DONOR STORY

Part Gift and Part Sale
Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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WASHINGTON NEWS

IRS Announces Starting Date for Filing 2023 Returns
The Internal Revenue Service (IRS) announced that the filing season will officially open on January 29, 2024. At that time, it will start accepting and processing 2023 tax returns. The IRS expects taxpayers will file approximately 129 million individual...
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FINANCES

Helen of Troy Posts Earnings
Treasury Yields Fluctuate
Mortgage Rates Hold Steady

Thank you for your interest in planned giving. To access any of our resources, please go to our website.
Cordially yours,
United Way