Leaving a Legacy: Pat Venable Jungmeyer Pat Venable Jungmeyer didn't know that when she inherited Boy Scout books and materials from her father-in-law it would lead to sizable gift to CSU. With the help of a local company that sells items on eBay, she is leaving a legacy to benefit the university and students.More
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 This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).More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
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
Gary Ozzello's 30 year association with Colorado State University has impacted his life so profoundly he took steps to ensure he repaid the favor. Gary knew he wanted to make a substantial gift to the University but not having the immediate capability to do so prompted some creative thinking...