Lifetimes: A Financial and Charitable Planning Guide and newsletter is available on the website of the legal-consumer reform group HALT. They describe Lifetimes in this month’s HALT ejournal (which I wish they would put on their website for direct linking):
HALT is pleased to bring its members and the general public Lifetimes: A Financial and Charitable Planning Guide. This newsletter, available on HALT’s Web site, is a free online resource that provides explanations, tips and recent news about planned giving topics such as charitable lead trusts, retirement income plans, tax benefits of giving real estate, appreciated property and much more. Here are some of the most recent additions to the Lifetimes newsletter:
Perhaps you are in a financial position to provide for HALT now but prefer to save the personal benefits from such a gift for a future time, when your own needs may change. Deferred gifts often provide a path to the future for you and for HALT. Find out how several options can work for you in the Lifetimes article “Deferred Gifts: Hurry Up and Wait!”
Also, the Economic Growth and Tax Relief Reconciliation Act of 2001 has proved to have an enormous impact on the lives of many people. In fact, it is possible the changing estate tax will play a role in your estate plans as well. Read “Estate Tax Changes Provide Additional Savings” to lessen any confusion.
In addition to these new articles, visit the Lifetimes eBrochures, which are available-as always-to read or download for free. Go to the article titled “Discover Valuable Assets With Our Free eBrochures” to find out more. You can also find out the many ways to give to HALT on our Give to HALT page
Here are some direct links to Lifetimes resource pages:
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