The following is a copy of the current Mid-Atlantic United Methodist Foundation's e-newsletter. You can have this newsletter delivered directly to your inbox every week by subscribing on the Mid-Atlantic United Methodist website right here.
Happy Labor Day Weekend,
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Legacy and Planned Giving:
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Tracy Brown, Operations Manager at 484-762-8211
You are receiving this informative e-newsletter as service we are providing to our friends and supporters. You will find up-to-date, helpful information on topics that impact your quality of life, your finances and your legacy. We are pleased to share with you the latest news from Washington, Savvy Living, Personal Planner, gift stories, finance news, and timely articles. Please contact us if we can run a proposal or be of assistance.
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan to leave 50% of my share to Pete and the other half to my favorite charity.
How does health insurance and Medicare cover health care outside the U.S.? My husband and I have a trip abroad planned this fall and would like to find out if we should buy extra insurance. What can you tell us?
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
In IR-2018-177, the IRS continued its series on data security. These are part of the "Protect Your Clients; Protect Yourself: Tax Security 101" campaign. While this series is directed at CPAs and other tax professionals, these safety tips are useful and...
Thank you for your interest in planned giving. To access any of our resources, please go to our website.