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Planned Giving

IRS Warns With
Washington News
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax filing...
More

Many people think that because they don't own enough property, they don't need a will. But when you add up all of the assets that you own, your estate may be larger than you think.

HOW CAN A WILL HELP YOU?

• A will can help you decide who will receive your property.
• You can appoint a guardian for your minor children in your will.
• A will allows you to appoint an executor to administer your estate.
• A will can help reduce taxes for your heirs and your estate.

To learn more about creating a will, click here or contact me today! David Hayes, Vice President for Advancement & Pochabradsky Associate Professor of Business Administration, at 1-800-332-8404, ext. 8555 or 319-399-8555 or dhayes@coe.edu.

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Saturday February 25, 2017

Healthy Living News

Thank you for your interest in Coe College. Our hope is to serve you and your family with helpful information. More
Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes last year, we decided it was a...
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IRS Warns With
Washington News
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax filing...
More
How Medicare Covers Preventive Health Services
Savvy Living
Does Medicare cover 100% of all preventive health care screenings? I'm due to get a colonoscopy and a few other tests, but I want to find out if I'll have to pay anything before I proceed. Medicare...
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