"Planning Smart" is a feature of our "Because You Care" newsletter, a publication of The HSUS Office of Major & Planned Gifts.
Our goal is to provide you with additional information on the complicated financial, tax and estate matters that affect you every day.
"Planning Smart" is prepared by Conrad Teitell, a nationally recognized estate planning and charitable giving attorney.
WINTER 2007
Issue features information on recently passed Tax Increase Prevention and Reconciliation Act and its beneficial effects for taxpayers. Also included are pieces on managing family traditions of philanthropy, avoiding insurance fraud, gaining access to credit, and choosing beneficiaries for life insurance policies and IRAs.
FALL 2006
Issue features information on selecting a financial adviser, the benefits of a charitable remainder unitrust, insurance for protecting against natural disasters and other catastrophes, and ensuring that one's electronic banking is safe.
SUMMER 2006
Issue features information on the annual gift tax exclusion, Roth 401(k) accounts, IRS tax refunds, estate planning, and flood insurance.
