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Estate Planning
Catholic Charities can help you make your ultimate contribution in support of a better community for yourself, your heirs, your loved ones and for other people who need you to care. Through membership in the Legacy Society, you can ensure that your values will continue beyond your lifetime and make a lasting impact. Will New Tax Laws Affect My Estate Plan? It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More Your Estate Plan Check-In Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More 5 Moves to Make After Age 50 If you are 50 or older, there are key steps you should take to prepare for your future. More What You Need to Know to Protect Your Children's Inheritance One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More Savings Bond Magic: How to Make the Taxes Disappear Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More |
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