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June 30, 2004

 

 

I am pleased to share with you the latest finance updates as a free service to you and our other Scouting friends. Please feel free to call me at 972-580-2050 if I can run a proposal or be of further assistance to you.

 

Eight Reasons People Don't Make Wills

For decades now, virtually every survey on the topic indicates that the majority of adults in America do not have a valid will, living trust or other plan for distribution of their resources upon death. In fact, well over 70% of the adults who die each year have no valid will.>>>read further

Go To www.bsagiftplan.org

 


 

BenefitsCheckUp
Dear Savvy Senior,

I've been trying to find out about several different programs for my mom that might provide her some financial assistance. Right now she lives only on her Social Security survivors benefits from dad and struggles every month to get by. She especially needs help with her prescription medication. I've heard about several

>>>read further

Go To www.bsagiftplan.org

 


 

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile.>>>read further

Go To www.bsagiftplan.org

 


 

Senators Plan To Reform Charities
At a hearing on June 22, 2004, Senators Charles Grassley (R-IA) and Max Baucus (D-MT) highlighted the need for reform with respect to charities.

Senator Grassley has been a strong supporter of charities. However he stated, "The testimony we will hear will suggest that far too many charities have broken the understood covenant between taxpayers and nonprofits-that charities are to benefit the public good, not fill the pockets of private individuals. Too many well-meaning charities have fallen prey to the charlatan's pitch about easy money." Senator Grassley indicated that he hoped that the result of the reform would be "a vibrant and engaged charitable sector that enjoys the confidence of the American people.">>>read further

Go To www.bsagiftplan.org

 


 

Stocks - Stock Markets Continue To Show Strength>>>read further
Bonds - Market Watchers Awaiting Federal Reserve Board Meeting>>>read further
Interest Rates - Mortgage Interest Rates Decrease While New Home Sales On the Rise>>>read further

Go To www.bsagiftplan.org

 


 

 

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 on the menu items at the top of this email.

Cordially yours,

Colin V. French
Boy Scouts of America

 

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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.

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