The end of the year is approaching and if Congress fails to enact new tax legislation, there will be many changes that impact your planning starting in January. For more information you may click here to download a document that summarizes potential Tax Changes in 2013.
Please review this information and let me know if you have any questions. Because these changes may impact your future plans, we recommend that you take this opportunity to talk with your tax and estate planning advisor. If you decide to update your plan, please contact us. We have a number of free resources available that may help you with your planning including the online Wills Planner and downloadable Wills Guide available at www.umfgiving.org.
Thank you again for your support which helps us continue our work. We have helped thousands of individuals to increase income and reduce their taxes. We serve our friends by offering ways for them to be the good stewards for the resources given them. We offer this site to assist you with planning so that your values will extend to future generations.
Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.