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Thursday, September 2, 2010
Dear Friend,
Greetings from St. Patrick Hospital & Health Foundation!
What life gives us is not as important as what we give life. Francis Bacon once noted, "A wise man will make more opportunities than he finds." Anyone can follow life's paths. Only the wise blaze their own trail.
Did you know that if you sell your appreciated stock or real estate in 2011, you will likely pay tax at a higher capital gains tax rate? With this possibility, you may want to think about planning for the future.
If you have stock or another asset that has appreciated in value and you wish to sell it at some point, delaying a sale could result in higher taxes. While you could sell in 2010 and pay the tax at the lower 15% rate, a better option would be to avoid paying capital gains tax entirely. You can do this by transferring your appreciated assets to fund a charitable remainder unitrust. This kind of gift can help you bypass gain on the sale of your appreciated assets while producing lifetime income for you, and a very significant gift to charity at the time of your death.
If you would like more information about this or other planning options, please give us a call. Planned gifts can provide you with current tax benefits, income, and estate tax relief later on. They also can provide great stability and encouragement to the charities that are the recipients of your generosity. . . and create your personal and family legacy.
We are pleased to share with you the latest news from Washington, Savvy Living column, gift stories, finance news and timely articles. We provide this eNewsletter and website to our friends as a free service. Please feel free to call me or my colleague, Linda Coulston, at 406-329-5640 if we can run a proposal or be of assistance to you.
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Just For You
Are you tired of your investments producing little or no income? To learn how you can sell your assets and avoid paying capital gains tax, click here and receive our brochure entitled The Tax Free Sale.
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Chronic Illness – Care of Your Person
If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. >>>read further
Go To saintpatrick.giftlegacy.com
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Changes to Medicare Advantage
How much will the new health care reform law affect Medicare Advantage? My wife and I have used an Advantage plan for the past three years and would like to find out if we should stay with what we have or go back to Original Medicare. >>>read further
Go To saintpatrick.giftlegacy.com
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Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
>>>read further
Go To saintpatrick.giftlegacy.com
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Returning Congress Takes Up Taxes
Following the August recess, Congress will return to Washington in September. A priority on the legislative schedule will be consideration of a tax bill. >>>read further
Go To saintpatrick.giftlegacy.com
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Stocks - Tiffany Profits Up; Cautious About Future >>>read further
Bonds - Treasuries Fall on Bernanke's Remarks and GDP >>>read further
CD's and Mortgages - Mortgage Rates Fall for Ninth Week out of Ten >>>read further
Go To saintpatrick.giftlegacy.com
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Thank you for your interest in gift planning. To access any of this updated financial and gift planning information, please select our web page by clicking here.
Cordially yours,
Joel Lankford, C.P.A.
St. Patrick Hospital & Health Foundation
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Note: Articles, commentary and other materials in the GiftLegacy system are included solely as educational
information. Since articles may not always reflect the current AFR or tax law, it may be necessary to run any
illustration with a current version of Crescendo to obtain updated information. If professional services are required,
all persons shall consult with their qualified professional advisors. Tax Quotes are courtesy of Jeffery L. Yablon,
Washington, D.C.
© Copyright 1999-2010 Crescendo Interactive, Inc.
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