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Planned Giving

46% Reduction in IRS Identity Theft Reports
Washington News
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 filing season "the smoothest filing season since I became...
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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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Tuesday May 23, 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
Important Life Decisions
Personal Planner
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year. With so...
More
46% Reduction in IRS Identity Theft Reports
Washington News
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 filing season "the smoothest filing season since I became...
More
Health Coverage Options for Pre-Medicare-Age Spouses
Savvy Living
My wife, who is 62, is on my health insurance plan through my employer. When I retire in a few months at 65, and go on Medicare, what are my wife's options? Is there some kind of Medicare coverage for...
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