United Way of the Ozarks Foundation
You can make a difference! Perhaps in one way perhaps in many ways. You have likely given of your time, your energy, and/or your dollars on an annual basis to help those that need your help. more»
Living Trust
More and more people continue to be interested in living trusts. They have heard that a living trust can help avoid the public exposure and delays that probating an estate involves and are interested in learning more about the concept.
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Alternative Methods
This article is intended to suggest to you some possible alternative methods you might follow in making gifts to United Way of the Ozarks ("United Way"), which can result in tax savings to you or to your estate. When income tax and estate tax savings are considered, the actual cost to you or to your estate is reduced without making any reduction in the benefits provided to United Way.
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Memorial Gifts
Most of us have a family member or a friend who is special to us the type of person you like to remember with a gift on special occasions.
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How The New Tax Laws May Aid
Your Investment Strategy
President Bush signed tax legislation into law on May 17. These new laws
may have a big impact on your investment strategies over the next few
years.
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It's Not Too Early - Six
Important Estate Planning Steps
Death is never an easy subject to discuss, but it is a very important
topic. As you consider an estate plan, there are six key concepts to keep
in mind.
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