Planning Matters Fall 2018

Life, Love, & Legacy: A CONVERSATION WITH PHIL CUBETA
In a world where change is rapid and constant, it can be difficult to focus on the long game. But it stands true to say that each of us holds an opportunity to make an impact – during our...
More
Dear Friends,
In contemplating the notion and impact of legacy, there are several pivotal moments in our city that come to mind - times when an individual or family was bold enough to say, 'Why not?' to some of our community's greatest needs.
More
An Estate Planning Checklist
Almost everyone feels better with a plan. It is not too complicated to complete your estate plan and achieve peace of mind. It is comforting to know when you have organized your life and your plans in a way that provides for and protects your loved ones.
More
Request Your Complimentary Your Copy Of The Legacy Spectrum
The Legacy Spectrum is a valuable guidebook and includes: Stories of real families who have crafted Legacy Plans that give meaning to the money they have worked years to accumulate. Worksheets and letters to guide you through the Legacy decision-making process.
More
Tax Reform and Charitable Giving
The Tax Cuts and Jobs Act passed in December 2017 was the most significant tax legislation passed since 1986. Tax rates for individuals and corporations were lowered, the standard deduction was raised, certain itemized deductions were reduced or repealed, and the estate tax exemption was doubled.
More
Join The Heritage Society
We invite you to join The Heritage Society if you have made a commitment to support UT Southwestern through a gift in your will or other planned gift.
Learn More

"The information contained on this website is offered for general informational and educational purposes. The figures cited in the examples and illustrations are accurate at the time of writing and are based on federal law as well as IRS discount rates that change monthly. State law may affect the results illustrated. You should seek the advice of an attorney for applicability to your own situation."

scriptsknown