Gift Planning

Thursday January 27, 2022


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Planning Matters Fall 2021
We are pleased to share with you a new issue of Planning Matters, a bi-annual communication by Southwestern Medical Foundation and UT Southwestern Medical Center which serves to highlight the benefits and lasting impact of planning giving alongside inspirational stories of legacy-building and love for community.
Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal...
Top Five IRS Filing Tips For Prompt Refunds
Washington News
In IR–2022–16 the Internal Revenue Service (IRS) offered five tips for the filing season that starts on January 24, 2022. The IRS notes...
How to Write a Loved One's Obituary
Savvy Living
Can you provide tips on how to write an obituary? My father, who has terminal cancer, has asked me to write his obituary that will be published in the...

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